360 Private Wealth Management

Real People. Real Solutions. Real Results.

360 Private Wealth Management, in partnership with Manulife Securities Inc. and Manulife Securities Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba Canada. We are a group of like-minded financial advisors, backed by an experienced support team. Working with allied tax and legal professionals and our partners, including Manulife Securities, we provide financial life planning and wealth management services to a wide range of individuals, families and businesses.

Using our proprietary Natural Wealth™ Process, working in tandem with our clients’ tax and legal specialists and, where appropriate, our own allied tax and legal specialists, we develop action-oriented financial life plans and construct investment portfolios and insurance programs to help each of our clients realize their unique life vision.

Our driving purpose in all that we do is to help each of our client households build lifetime financial well-being and the wealth they need to realize their unique life vision.

 

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Wealth 360 Team

Latest Blog Posts

360 Private Wealth Management: 2018 Q1 Market Update

Published by David Luke on Apr 13, 2018

Challenges in the quarter Wow! Volatility returned with a vengeance. After experiencing market pullbacks of less than five percent in 2017, we’ve already experienced two pullbacks of greater than five...

360 Private Wealth Management: 2018 TFSA Contribution Reminder

Published by David Luke on Mar 09, 2018

Now that 2018 is in full swing we thought it would be a good time to connect with households to confirm 2018 Tax Free Savings Account (TFSA) contribution room and contribution rules.    TFSA Contribution...

360 Private Wealth Management: 2018 Federal Budget Summary

Published by David Luke on Mar 06, 2018

The Liberal government delivered its third federal budget on February 27. While you’ve probably seen plenty of media coverage, I thought you’d appreciate an overview related to your investments and taxes....

360 Private Wealth Management: 2017 RRSP Contribution Reminder

Published by David Luke on Feb 06, 2018

Just a reminder - the deadline to make your 2017 RRSP contribution is fast approaching!   The last day to contribute to your RRSP for the purpose of claiming a deduction on your 2017 tax return is March...

360 Private Wealth Management: Solutions Magazine Winter Edition 2018

Published by David Luke on Feb 05, 2018

In the Winter 2017/2018 edition: From new investment approaches to caring for aging parents, it pays to keep one eye on the future ...