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Apex UMA: efficiency that scales

Improve your client experience. 

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Who we are

Manulife Wealth is a network of more than 1,000 independent advisors across Canada who enjoy the independence and flexibility to deliver impartial advice, supported by a full-service, open-architecture platform designed to help you grow your practice and enhance the client experience.

What we offer you

Backed by the global strength and security of Manulife, you can deliver advice with confidence—supported by comprehensive wealth and asset management capabilities, plus solutions and programs that help you make the best choices for your clients. 

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Independence and flexibility

Backed by the global strength and security of Manulife, you can deliver advice with confidence—supported by comprehensive wealth and asset management capabilities, plus solutions and programs that help you make the best choices for your clients. 

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You’re in control of your business

As a partner to independent advisors, we enable you to own your book of business and maintain true choice, so you can provide objective guidance supported by a complete range of investment, insurance, and service offerings. 

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Local support, national strength

Whether your clients’ needs are straightforward or complex, you’re supported by teams and leaders who understand independent practices. With local presence and national resources, we help you maintain consistent, responsive, and professional client service, especially during high‑impact moments like onboarding, transfers, and life transitions.

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Discover the difference

From day one, you’ll feel the difference: true independence, practical support, and a platform designed to help you deliver better client outcomes.

Why choose Manulife Wealth?

Meet our team

For a confidential discussion contact:

  • Ron Walchuk

    Ron Walchuk

    Regional Vice President, Western Canada

  • James Hunter 

    James Hunter 

    Regional Vice President, Ontario

  • Franck Chevrier 

    Franck Chevrier 

    Regional Vice President, Quebec & Atlantic Canada

  • David Parent

    David Parent

    Head of MGA, Manulife Wealth Insurance Services Inc.

Our partners

Clients expect more, and independent advisors need partners that remove friction, expand choice, and strengthen outcomes. Our partner ecosystem helps you deliver a more complete client experience across investing, protection, and banking, so you can serve more needs without adding unnecessary complexity to your practice.

Private Wealth

Capabilities and support designed for high-net-worth clients with more complex needs, helping you deliver elevated planning, portfolio solutions, and a more premium experience.

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Bank

Support day‑to‑day client needs with banking capabilities that can complement advice—helping simplify cash flow, deposits and withdrawals, and other practical financial moments that matter to clients.

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Insurance

Bring protection into the planning conversation with insurance solutions and support that help you address the risks that can derail a client’s financial future.

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Investments

Offer investment solutions designed to align with different client goals and preferences, supported by a platform built for consistency, reliability, and efficient portfolio management.

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How to successfully transition your business 

A practical guide to help investment advisors plan and execute a smooth transition while protecting continuity and confidence for clients.

Download the guide