April 17, 2024
Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
Resources for retirement industry professionals
Analysis, insight, and the latest trends for plan sponsors, advisors, and consultants. Discover the industry updates affecting your organization and find out what really matters to plan members.
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Read the highlights
Federal budget 2024: Highlights for retirement industry professionals
The 2024 Federal budget was tabled on April 16. We’ve summarized the issues and proposed changes most relevant to financial advisors, consultants, and plan sponsors.
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Find resources and see what’s changing
Navigating the Capital Accumulation Plan (CAP) Guidelines
If you have a role in setting up and managing a retirement savings plan in Canada, the CAP Guidelines provide you with a framework for best practices.
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See the highlights and download the full report
Stress, finances, and well-being: driving behaviours that matter
Our third annual survey of Canadian workers reveals how they’re coping in this economic climate—and the support that makes a difference.
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Learn more about the five themesFive macroeconomic themes for 2024
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Discover the outlook for labour, housing, and moreCanada’s 2024 outlook: what’s in store?
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Explore the impact of elections on market volatilityThe 2024 U.S. election and your portfolio: considerations for long- and short-term investors
Investment analysis
Help build your investment strategy for long-term financial success.
Manulife target-date funds: helping members achieve long-term financial security
In 2023, we launched the Manulife Retirement Date Index+ Fund suite, adding a new price point to our offerings? We also provided thought leadership on how target-date funds can help members weather market volatility.
Discover how you can add our ready-to-use personalized member communications to boost your existing communication strategy.
View ready-to-go campaigns in It’s about timeTrending viewpoints
February 27, 2024
How important is governance to the success of a CAP?
Financial planning for immigrants in Canada is important. Newcomers should book a meeting with an advisor for financial planning, goal setting, and investing.
March 5, 2024
Three reasons you might consider using AI in your retirement practice
Wondering if there's a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.