About North Shore Wealth Management


We provide highly structured and disciplined investment strategies to meet your personal objectives. In all that we do, we strive to build long-standing relationships with our clients based on delivering trusted advice, quality service and solid portfolio performance.

By leveraging our unique position, we bring the best investment products, services, advice and ideas our industry has to offer including:

  • valued investment advice on traditional investments such as stocks, bonds, mutual funds, & ETF’s.
  • coordinating your investment plan with your accountant, lawyer, or other key advisors
  • advice on more sophisticated opportunities and diversification including income trusts, hedge funds, and new issues
  • comprehensive retirement planning including advice on RRSP's, RRIF's, and pension fund transfers to locked in registered plans
  • comprehensive Financial & Estate Planning (link to the educational piece below)
  • flexible pricing (transactional, fee-based, no-load mutual funds, institutional rates) based on your unique situation with full transparency
  • specialized account services

About Manulife Securities


What sets us apart

Our values represent our commitment to our clients and their advisors. These key values are part of our strategic planning approach to helping each and every client achieve financial independence.


1. Independence
We recognize and support the right of an advisor to work together with the client to find appropriate financial solutions. From a client’s standpoint, you can rest assured that the advice and products you choose are independently recommended by your advisor.

2. Strength and Stability
As a wholly owned subsidiary of Manulife Financial, Manulife Securities advisors and their clients enjoy the financial strength, security, resources and reputation of the Manulife name that has benefited clients for over 120 years. We are committed to ensuring that we continue to earn your trust as you work in partnership with your Manulife Securities advisor.

3. Leading Edge Technology
Advisors of Manulife Securities enjoy the functionality and features of premium technology systems. From efficient back office business processing to enhanced client financial reporting systems, we provide the tools that allow advisors to spend less time on administration and more time focusing directly on clients.

4. Professional Support
Manulife Securities is with you every step of the way with a team of dedicated professionals working behind the scenes to provide both advisors and clients with a professional experience

 

 

 

Manulife Securities: Strength and Independence

Manulife Securities is one of Canada’s pre-eminent financial organizations serving over 1,400 investment professionals throughout Canada. As a wholly-owned subsidiary of Manulife Financial, Manulife Securities enjoys the financial strength, security, reputation and resources of Canada’s largest life insurance company.

Manulife Securities provides comprehensive, industry-leading technology solutions, back-office operations and risk management all backed by expert service and training. Our clients benefit from our expertise in these areas through enhanced advisor relationships, full access to some of the most comprehensive financial solutions in the market place and the strength and stability of the Manulife name.

 

Manulife Securities

Manulife Securities is comprised of three firms: 

  Manulife Securities Incorporated,
  Manulife Securities Investment Services Inc., 
  Manulife Securities Insurance Inc.

Each firm offers clients a wide array of products and services through independent advisors across the country. Our network of advisors is afforded the independence to provide their clients with solutions that are uniquely appropriate to your individual needs.

Meet our Team