March 6, 2025
Make the most of your plan with financial advice
Maximize your group retirement plan with tailored financial advice and reduce financial stress by making informed decisions for your future.
Financial advice that’s professional, practical, and personal
A Manulife advisor can help you achieve your financial goals and retire with confidence
Professional expertise
- Licensed financial advisors and financial planners
- All advisors are Manulife employees
- Experts on your group retirement plan
Personal touch
- Multiple languages offered
- Available to your family
- Impartial guidance tailored to each person
Practical approach
- Advice is included as part of select group retirement plans
- Book virtual or phone appointments online
- Guidance beyond just retirement
Canadians with an advisor are:
55% more likely to retire early
36% less likely to report debt
51% less likely to report financial worries
Your comprehensive financial partner for every life stage
Manulife advisors provide expert guidance that extends beyond retirement planning
Request your first meeting today
Protection and security
- Evaluate insurance needs for you and your family
- Explore health, dental, and travel coverage options
- Develop estate planning strategies to protect your assets and loved ones
Wealth building
- Optimize investments across mutual funds, GICs, and securities
- Maximize employer-matching contributions
- Find tax-saving strategies
Everyday financial management
- Navigate mortgage and banking options
- Find debt management solutions
- Balance saving for today while planning for tomorrow
Future planning
- Create personalized retirement income plans
- Develop estate and legacy plans for your family
- Adjust strategies as economic conditions and personal circumstances change
These services are available to both you and your family members through virtual or phone appointments, easily scheduled through the Manulife Mobile app.
Ready to take control of your financial future?
Request your first meeting todayGot questions about getting advice?
What are Manulife advisors and how are they different than other financial advisors?
What are Manulife advisors and how are they different than other financial advisors?
Manulife advisors have a very unique specialty—your group retirement program.
They have the inside scoop on your program and how it can serve you best. They’ll look at the plans your program offers, which ones you’re invested in, and how much you’re already saving. They can act on your behalf to bring other savings into your program, get you signed up for new plans, and more.
Manulife advisors are experts in their field, but they’re also real people. They’re open and welcoming. Your advisor will help you understand their advice—explaining what’s unfamiliar, highlighting what’s important, and connecting it all to what matters—using language that’s straightforward and easy to understand.
Your Manulife advisor is your partner, helping you make the most of your program, your goals, and your future.
What qualifications do Manulife advisors have?
What qualifications do Manulife advisors have?
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)
Do Manulife advisors only sell Manulife products?
Do Manulife advisors only sell Manulife products?
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.
How are Manulife advisors paid?
How are Manulife advisors paid?
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.
Do I have to be part of a Manulife group retirement program to get financial advice?
Do I have to be part of a Manulife group retirement program to get financial advice?
No, you don’t. But if you’re a member of a Manulife group retirement program, and if Manulife advice is part of it, you can take advantage of your Manulife advisor’s direct connection to your program, truly making the most of your program, your goals, and your future
If you’re not a member of a Manulife group retirement program with Manulife, we’re still here for you. Find a Manulife investment advisor or financial planner in your area.
How do I connect with a Manulife advisor?
How do I connect with a Manulife advisor?
Request a meeting. Your Manulife advisor will be in touch to set up a date, time, and location that works for you.
What should I know about meeting with a Manulife advisor?
What should I know about meeting with a Manulife advisor?
Your relationship with your Manulife advisor will be as unique as you are. Just tell them:
- What you’d like their help with
- How you’d like to stay in touch
- What your goals are
Your Manulife advisor will then guide you in preparing for your first meeting.
Can my family members get help from a Manulife advisor too?
Can my family members get help from a Manulife advisor too?
Absolutely, great idea! Including your family gives you—and your advisor—the big picture view of your whole household’s financial needs and goals.
If you’d like more information about Manulife advice or you’re not sure whether it’s part of your group retirement program, contact us.
A few good reads
November 7, 2022
What to know before meeting with a financial advisor
Financial advisors can help you get your budget in order, make smart investments, or plan for retirement more confidently. If you plan to work with a financial advisor, knowing what to expect when you meet for the first time can help you get the most out of the experience.