Alan Wicks, CFA

Senior Portfolio Manager, Team Leader/Founder, Essential Equity, Manulife Investment Management

Alan is a senior portfolio manager for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend income, Canadian balanced, U.S. balanced, and global balanced. After joining the firm, Alan held positions of progressive responsibility in equity investment analysis and management before assuming leadership of the essential equity team. He holds the Chartered Financial Analyst designation.

Education: B.A., Economics, University of Toronto

Joined Company: 1996

Began Career: 1991 


1 On April 20, 2018, the Manulife Preferred Income Class merged into the Manulife Dividend Income Class.  2 Formerly Manulife Canadian Focused Class  3 Formerly Manulife Canadian Focused Fund  4 On April 20, 2018, the Manulife U.S. Dividend Income Registered Fund merged into the Manulife U.S. Dividend Income Fund.  5 On May 25, 2018, the Manulife Unhedged U.S. Monthly High Income Fund merged into the Manulife U.S. Monthly High Income Fund.  6 On August 3, 2021, the Manulife Value Balanced Class was renamed Manulife Global Monthly High Income Class. On August 3, 2021, the Manulife Value Balanced Fund was renamed Manulife Global Monthly High Income Fund. 8 On May 25, 2018 the Manulife Conservative Income Fund merged into the Manulife Yield Opportunities Fund.

Manulife Funds and Manulife Corporate Classes are managed by Manulife Investments, a division of Manulife Investment Management Limited. Manulife, Manulife Investments, the Block Design, the Four Cube Design, and Strong Reliable Trustworthy Forward-thinking are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

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