Advisors do that.

Life is predictable. Until it’s not. From passing on a business to welcoming a new member of the family, everyone’s circumstances are unique, which is why making a plan for the future requires doing things different. When the unexpected happens, it takes the expertise of a financial professional to help navigate whatever comes your way. That’s why we support advisors in delivering the best for their clients.

The value of advice

According to a 2019 study from the CIRANO Institute, investors who received professional advice accumulated almost four times more assets after 15 years than comparable investors without advisors.¹ The discipline that advisors impose on investors and increased levels of savings help improve asset values. At Manulife Investment Management, we strive to provide more than just investment results for clients. We offer hands-on expertise to go beyond.

  • Capital markets strategy

    From market and economic analysis to investor education, the team analyzes and interprets the economy and markets with expertise spanning across multiple asset classes and geographic regions.

    Meet the team
  • Tax, retirement, and estate planning

    Navigating the complex world of taxation, retirement, and estate planning, the team helps deliver customized solutions for investors.

    Meet the team
  • Behavioural economics

    Unlocking insight into the principles of behavioural economics, the team helps enhance your ability to understand and counteract the negative aspects of human emotions in financial decision making.

    Meet the team

Advisor tools and information

Sound financial advice makes all the difference, which is why we believe in more than just the pursuit of exceptional performance. We’re also committed to giving Advisors access to leading research, resources, and expertise so they can help their clients build and protect their wealth for generations. 

Advisor stories

Life is full of unknowns. See how these advisors helped their clients successfully navigate the unexpected situations they faced.

The farm

See how one advisor helped a family for generations to come.

Watch now Download transcript (PDF)

The baby

For one advisor, his clients’ desire to grow their family brought new challenges.

Watch now Download transcript (PDF)

The father

An advisor goes above and beyond to help her client’s family during a difficult time.

Watch now Download transcript (PDF)

Featured funds

Discover our wide range of solutions across asset classes, geographies, and investment approaches.

  • Manulife Yield Opportunities Fund

    Looking for income? We have an all-in-one solution with historically attractive monthly income stream, equity-like returns, and downside protection — winner of the 2019 Lipper Award in the Global Fixed Income Balanced Category (3-year period).

    Learn more
  • Manulife Monthly High Income Fund2

    Consistency matters. Since its inception, the fund has grown to well over $9 billion in assets under management.3 Why is it so popular with investors? Historically, it has a track record of providing stable income and consistent returns.

    Learn more
  • Manulife Global Balanced Fund

    Unlock equity and bond opportunities beyond Canada’s borders and help clients build a resilient portfolio in unpredictable markets. The secret? It's not about holding cash; it's about holding quality companies and knowing their management and business very well.

    Learn more
  • Manulife Canadian Equity Class

    Who says there’s no room for active management in Canadian equities? Opportunities for better outcomes arise when a manager hand-picks companies with disciplined management teams capable of generating sustainable and growing free cash flows.

    Learn more
  • Manulife Segregated Fund Solutions

    Over the next decade, it’s estimated that $1.1 trillion will be transferred between generations4. It’s time to talk to clients about how to facilitate a quick, seamless, and private transfer while participating in growth in the market. Segregated fund solutions may even help them leave heirs more than they would with other types of investment products. 

    Learn more
  • Our line-up of Morningstar Rated 4 & 5 Star Funds

    Learn more
Important disclosure

See important information about the funds:

Manulife Yield Opportunities Fund | Manulife Monthly High Income Fund | Manulife Global Balanced Fund | Manulife Canadian Equity Class

Montmarquette, Claude and Natalie Viennot-Briot. The Gamma Factor and the Value of Financial Advice. CIRANO study, 2019,

2 Advisor Series for this fund has been capped to all new purchases as of August 28, 2015. This fund is available in Series B.

3 Inception date: September 30, 1997, Assets under management as of February 2020.

4 Investor Economics Household Balance Sheet Report—Canada 2019, p, 104.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts as well as the prospectus of the mutual funds before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Manulife Funds and Manulife Corporate Classes are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited.

Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Age restrictions and other conditions may apply. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Manulife Investment Management is a trade name of The Manufacturers Life Insurance Company.

Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.