Our Trusted Partners

360 Private Wealth Management is an independent financial life planning firm. In today’s complex and ever-changing business environment, no one organization can effectively be and do all things.  We choose to focus our efforts and energies on being financial life planners, helping our clients achieve their life goals and dreams.

In order to operate effectively, we have partnered with service and solution providers to provide us with the systems, tools and products we need, to construct investment and risk management plans for our clients as part of our financial life planning activities. This allows us to focus on advising our clients in the financial aspects of their lives.

Our primary partnership is with Manulife Securities, a wholly-owned subsidiary of the Manulife Financial Corporation, one of Canada’s leading diversified financial services groups with principal operations in Canada, Asia and the United States. In an effort to provide our clients with the broadest array of financial products and services we also maintain relationships with other divisions of Manulife Financial Corporation including Manulife Securities Insurance Services Inc., Manulife Financial (insurance), Manulife Bank and Manulife Private Wealth.

We also maintain a number of “Trusted Partner” arrangements with several leading financial industry service and product providers. These select providers have demonstrated exceptional thought leadership and quality in their service and product offerings, and integrity in their business practices.

Manulife Partners*

  • Manulife Securities
  • Manulife Financial
  • Manulife Bank
  • Manulife Private Wealth

 

* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca

Manulife Securities

At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of almost 1,300 advisors located in communities from coast to coast, we can offer an array of solutions and a comprehensive suite of financial products and services to help you invest for your future.

Manulife Securities has $34.4 billion in assets under administration (as of January 31, 2017) and is a wholly-owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.

For more information on Manulife Securities, click here.

Manulife Financial

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Our international network of employees, agents and distribution partners offers wealth management products and services including individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products. We provide asset management services to institutional customers worldwide and offer reinsurance solutions, specializing in property and casualty retrocession.

The Company operates in Canada and Asia through the brand name “Manulife Financial” and in the United States primarily through the brand name “John Hancock“.

To learn more, click here.

Manulife Bank

Manulife Bank is a Schedule I federally chartered bank and a wholly-owned subsidiary of The Manufacturers Life Insurance Company.  Established in 1993, it was the first federally regulated bank opened by an insurance company in Canada. Manulife Bank was created to support the sale of the parent’s core products and assist financial advisors in providing fully integrated financial plans to their clients.

Leveraging the Internet and cost-effective telephone banking technologies, Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week. Today, Manulife Bank manages more than $22 billion in assets and serves clients across Canada in all provinces and territories.

To learn more, click here.

Manulife Private Wealth

Manulife Private Wealth, a unique, seamless and integrated approach to wealth management that includes banking, investment management, and advisory services. Manulife Private Wealth is designed as a collaborative service model allowing clients to retain existing trusted advisors, while receiving highly personalized private banking and investment management services, with access to an integrated team of financial planning, tax and estate experts, accountants and lawyers.

Manulife Private Wealth’s goals-based investment management approach uses a team model to leverage Manulife Asset Management’s extensive experience in domestic and international institutional investment management with expertise across asset classes and investment styles.

To learn more, click here