Why Manulife Private Wealth? The Advisor Perspective
Being partners with Manulife allows us to focus on what we do best. Manulife Financial has a strong reputation in the industry, and people on the Manulife Private Wealth team are experts in money management and they know how to make complicated thing simple. So, when working with Manulife Private Wealth, we know that our clients are in good hands.
Manulife Private Wealth’s unique solution gives access to the same disciplined investment process that $100 million pension plans use, to high net worth individuals with $1 to $2 million in assets.
High net worth individuals control 76% of Canadian wealth. Here is what Manulife Private Wealth offers to you:
- Personalized Services
- Integrated team
- Smarter solutions
Furthermore, Manulife’s investment counselor platform makes compliance and administration a walk in the park for us. They help consolidate the client’s assets, choose clients various investment plans and prepare documents, while we can focus on relationship management.
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
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