Members who work with a Manulife advisor contribute 60% more to their plans on average.
Financial advice that’s professional, personal, and practical
Manulife’s accredited advisors are here to empower your employees to save more, stress less, and retire with confidence.
When financial planning feels overwhelming, members turn to you for support
Our latest research reveals that financial stress is impacting workplace productivity more than ever. In moments of uncertainty, employees rely on their employer for guidance and financial planning tools.
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57% say their employer influences their financial decision‑making. 1
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41% say they'd be more productive at work if they weren’t worried about their personal finances. 1
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10% have missed at least one day of work in six months due to financial stress.1
Your role in boosting financial wellness made easy
Plan sponsors have a fiduciary responsibility to offer their members the tools and resources they need to plan for their future. PlanRight can help you meet these expectations without adding complexity to your plan or duties.
What sets PlanRight apart
PlanRight is among Canada’s first in‑plan financial advice services designed for the group retirement experience. Our advisors can help members balance day-to-day financial decisions with long-term goals, while also helping them build strong savings habits and feel more confident about planning for longevity.
Members can expect a holistic, personalized experience that reduces financial stress and helps them build financial readiness.
Professional, holistic approach
Licensed Manulife advisors take a holistic approach, offering comprehensive support from retirement planning and beyond.
* Protections, including insurance, and health and dental coverage
* Investment options, such as mutual funds, GICs, ETFs
* Banking needs, including loans and deposits
Personal, human advice
Members receive tailored, one-on-one support from accredited Manulife advisors.
* Lifelong advice that extends to members and their families
* Impartial guidance tailored to each member
* Multiple languages offered
Practical, simple adoption
Turnkey adoption that’s easy to integrate into your existing financial wellness approach.
* Ready-to-use flyers, posters, and emails to help you promote PlanRight
* A range of appointment options available
* Included in select group retirement plans
See what members say about PlanRight²
“My advisor provided all the details upfront and empowered me to make confident, well informed decisions. He proactively shared information and options, so I never felt in the dark.”
- Lori MacPherson
The proof is in the numbers3
Members with a Manulife advisor are 71% more likely to enroll in additional plans.
Members with a Manulife advisor are 2x more likely to register for Manulife ID.
Expert financial advice for your group retirement plan is closer than you think
Find out how Manulife advisors can provide eligible members with personalized guidance beyond retirement planning, from investments to insurance and more.
Ready to get started?
Contact your Manulife representative to learn how partnering with PlanRight can strengthen your plan offering.
Got questions about offering advice in your group retirement plan?
When you opt in, PlanRight is integrated into your plan, making it simple and risk-free to implement.
There’s no extra cost to members. Advice is included in their plan when you opt in to PlanRight as part of your group retirement plan.
They can request a meeting. A Manulife advisor will be in touch to set up a date, time, and location that works for them.
Manulife advisors are fully licensed or certified through one or more of our industry’s most respected programs and regulators:
- Licensed to sell life insurance in your province
- Canadian Investment Regulatory Organization (CIRO)
- Certified Financial Planner (CFP)® designation (have or working toward)
No. Manulife advisors have access to all our products and a wide range of products from other financial institutions too. They’re empowered to recommend what’s best for you, even if it’s not one of Manulife’s products.
Manulife advisors are Manulife employees and are paid through a combination of salary and additional earnings based on delivering high-quality services, supporting members’ needs, and achieving member satisfaction.
1 Manulife Survey: 2025 Financial Resilience and Longevity.
2 Testimonial from Lori MacPherson reflects personal opinion based on their experience at the time provided. Individual experiences and outcomes vary and are not necessarily representative of all clients. No compensation or other incentive was provided for this testimonial.
3 2024 Manulife Internal System Data
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