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The 100-year life: why Gen Xers shouldn’t rely on inheritance to fund retirement

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What we do

Connect with a professional, knowledgeable advisor who can explain your investment choices and build a plan tailored to you—based on your life stage, priorities, and financial objectives. Our goal is to help you make informed, confident decisions and achieve better outcomes as you work toward a secure financial future.

Discover investment solutions to suit your needs

With so many financial options available, it can be hard to know what’s right for you. Working with an advisor you trust helps you cut through complexity, understand your choices, and build a plan that fits your goals, both today and as your needs change.

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Investing in your future

Your Manulife Wealth advisor can help you create a clear, personalized investment plan tailored to your objectives, and adjust it as life evolves. You’ll get guidance that looks beyond the numbers, grounded in real-world perspective and experience.
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Retirement planning

Retirement planning involves more than picking a date.  With Manulife Wealth, you work 1-on-1 with your advisor to build a retirement plan tailored to your goals and life stage. We help you set a target retirement income, estimate how much you may need to save, and choose suitable account types to support your timeline. You’ll get help selecting and monitoring investments aligned to your plan, plus regular check-ins to adjust as your circumstances change. As retirement approaches, we help you shift from saving to income—coordinating withdrawals, expected cash flow, and the transition plan so you understand your options and trade-offs.
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Business planning

 If you own a business, we provide advisor-led planning that connects business decisions to your personal financial plan. We offer guidance on using insurance within business planning, helping you identify risks and decide where coverage may help protect what you’ve built (e.g., business continuity, key people, debt obligations). Your advisor also helps coordinate banking and mortgage considerations alongside your broader strategy, so day-to-day financial choices support longer-term goals. You’ll get practical explanations, scenario-based discussions, and an integrated plan that can adapt as your business grows, your role changes, or you plan an eventual transition.
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Preserve your legacy

Building a legacy can involve complex wealth transfer and inheritance decisions, especially during major life transitions. Your advisor can help make those choices simpler by creating a plan that reflects what matters most to you, helps protect what you’ve built, and supports the impact you want to have for future generations.

Latest insights

Get timely perspectives on today’s financial landscape—so you can feel more informed and plan with confidence.

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