Manulife Securities Incorporated
Manulife Wealth (Manulife Securities Incorporated) is a Canadian wealth management and investment dealer subsidiary of Manulife, serving individual investors and families with personalized financial planning, investment advisory, retirement income, estate, and insurance protection services through a national advisor network.
- Company typePrivate
- Founded1887
- HeadquartersOakville, Canada
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Manulife Securities Incorporated does
Manulife Securities Incorporated, doing business as Manulife Wealth, is a Canadian wealth management and investment dealer headquartered in Oakville, Ontario, operating as a wholly-owned subsidiary of The Manufacturers Life Insurance Company (Manulife), a major Canadian financial services conglomerate whose parent dates to 1887. The firm delivers comprehensive wealth management and protection services to individual investors and families across Canada, including financial planning, investment advisory, retirement income planning, estate planning, and insurance protection, all delivered through a network of financial advisors working one-on-one with clients.
Manulife Securities Incorporated firmographics
Firmographics- Name
- Manulife Securities Incorporated
- Legal name
- The Manufacturers Life Insurance Company
- Website
- https://manulifesecurities.ca
- Company type
- Private
- Founded year
- 1887
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Manulife Wealth (Manulife Securities Incorporated) is a Canadian wealth management and investment dealer subsidiary of Manulife, serving individual investors and families with personalized financial planning, investment advisory, retirement income, estate, and insurance protection services through a national advisor network.
- Ownership category
- akta.pro rank
Manulife Securities Incorporated industry classification
Industry- Product category
- Wealth Management and Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
- akta.pro secondary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Manulife Securities Incorporated is headquartered
LocationHeadquarters
- HQ city
- Oakville
- HQ country
- Canada
- HQ region
- North America
Markets served
Manulife Securities Incorporated business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Services: Manulife Wealth provides comprehensive wealth management and protection services including investment advisory, estate planning, and insurance options. Revenue is generated through advisory fees and management charges associated with financial products and planning services delivered through their advisor network.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Manulife Securities Incorporated product offering
Product offeringCore offering
Manulife Securities Incorporated operates the Manulife Wealth business, providing wealth management and protection services to Canadian individual investors and families through a network of financial advisors. Core offerings include personalized financial planning, investment advisory, retirement income planning (including CPP/QPP and OAS benefit timing), estate and legacy planning, business financial optimization, and insurance protection solutions, supported by digital tools (Investor Portal and Wealth Mobile app) for account access and educational content.
Product overview
Manulife Wealth offers a unified wealth management platform providing advisory services, digital tools, and educational resources. The core offering includes Wealth Management and Protection supported by digital services (Investor Portal, Wealth Mobile), educational resources (Learning Centre, Viewpoints), and specialized advisory frameworks (Value of Advice covering retirement planning, estate planning, and business planning).
Differentiator
Problem solved
Functional benefit
Brands
- Investor Portal: Online portal for clients to access account holdings, activity, and documents
- Wealth Mobile
- Learning Centre
Products and services
- Wealth Management and Protection Comprehensive wealth management service providing Canadian individual investors and families with financial planning, investment advice, retirement income planning, estate planning, business financial optimization, and insurance protection solutions delivered through a network of financial advisors.
- Investor Portal Online platform that enables clients to access their Manulife Wealth account holdings, activity, and documents, and serves as the on-ramp for the upcoming Wealth Mobile app.
- Wealth Mobile Mobile application providing clients with on-the-go access to their wealth management accounts and financial information, positioned as an extension of the Manulife Wealth digital experience.
Companies that use Manulife Securities Incorporated
Customer profileSegments1 record
Ideal customer profiles1 record
Manulife Securities Incorporated technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Manulife Securities Incorporated partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and major.
- Manulife Wealth Inc.coreOperating subsidiary within the Manulife Wealth network, providing investment advisory and wealth management services to clients.
- Manulife Wealth Insurance Services Inc.coreInsurance services subsidiary providing insurance products and protection solutions as part of comprehensive wealth management offerings.
- RBC Capital MarketsmajorCo-lead agent for Discovery 2026 Short Duration LP and MRF 2026 Resource Limited Partnership IPOs, part of syndicate of agents selling investment products to Canadian investors.
- CIBC Capital MarketsmajorCo-lead agent for Discovery 2026 Short Duration LP and MRF 2026 Resource Limited Partnership IPOs, part of syndicate of agents distributing investment products to Canadian investors.
Recent moves4 records
Expansion highlights3 records
Manulife Securities Incorporated competitors and assessment
Company assessmentEmerging players
- Wealthsimple: Leading Canadian digital wealth platform offering robo-advisory, self-directed investing, and crypto exposure. Represents the primary digital-disruption threat to traditional advisor-led dealers like Manulife Securities.
- Questwealth: Digital wealth advisory arm of Questrade offering low-cost managed portfolios. Directly competes on price for mass-affluent Canadian investors who might otherwise use a full-service dealer.
Direct peers
- CIBC Wood Gundy: Full-service Canadian investment dealer arm of CIBC offering wealth advisory, retirement planning, and investment products through a national advisor network. Directly comparable in business model, customer base, and Canadian full-service dealer positioning.
- TD Wealth Financial Planning: TD's wealth advisory arm offering personalized financial planning, investment advisory, and estate services through Canadian advisors. Directly comparable integrated wealth management offering to Manulife Wealth.
- iA Private Wealth: Canadian wealth management platform owned by iA Financial Group offering advisory services through a national advisor network. Closely matches Manulife Securities' insurance-parent-owned wealth dealer structure.
- BMO Nesbitt Burns: Wealth management division of BMO offering full-service investment advisory, financial planning, and insurance solutions across Canada. Matches Manulife Wealth's integrated wealth + protection positioning at comparable scale.
- Edward Jones Canada: Branch-based financial advisor network offering wealth management and investment advisory to Canadian individuals and families. Matches Manulife Wealth's advisor-led, relationship-driven distribution model.
- Desjardins Wealth: Wealth management division of the Desjardins cooperative, providing investment advisory, financial planning, and insurance through Quebec-rooted advisor network. Comparable integrated wealth + protection platform.
- National Bank Financial Markets: Wealth management and capital markets arm of National Bank of Canada, providing investment advisory and dealer services through Canadian advisors. Comparable full-service dealer and capital-markets distribution model.
- RBC Dominion Securities: RBC's full-service wealth advisory arm and the largest Canadian independent investment dealer. Shares Manulife Securities' advisor-led model, capital-markets syndicate participation, and HNW client focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Manulife Securities Incorporated social profiles
Digital presenceManulife Securities Incorporated financial estimates
Financial estimateRevenue estimate
Valuation estimate
Manulife Securities Incorporated leadership team
Management profileNumber of profiles
Profiles1 record
Manulife Securities Incorporated subsidiaries and ownership
Company hierarchySubsidiaries2 records
Manulife Securities Incorporated funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Manulife Securities Incorporated M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Manulife Securities Incorporated
What does Manulife Securities Incorporated do?
Manulife Securities Incorporated operates the Manulife Wealth business, providing wealth management and protection services to Canadian individual investors and families through a network of financial advisors. Core offerings include personalized financial planning, investment advisory, retirement income planning (including CPP/QPP and OAS benefit timing), estate and legacy planning, business financial optimization, and insurance protection solutions, supported by digital tools (Investor Portal and Wealth Mobile app) for account access and educational content.
Is Manulife Securities Incorporated a public or private company?
Manulife Securities Incorporated is a private company. It is classified as corporate owned and is currently operating.
When was Manulife Securities Incorporated founded?
Manulife Securities Incorporated was founded in 1887. It employs 1,001 to 5,000 people.
Where is Manulife Securities Incorporated based?
Manulife Securities Incorporated is headquartered in Oakville, Canada, in the North America region.
How does Manulife Securities Incorporated make money?
One revenue line is on record: wealth Management Services.
Who are Manulife Securities Incorporated's main competitors?
Emerging players on record are Wealthsimple and Questwealth. Direct peers are CIBC Wood Gundy, TD Wealth Financial Planning, iA Private Wealth, BMO Nesbitt Burns, Edward Jones Canada, Desjardins Wealth, National Bank Financial Markets and RBC Dominion Securities.
Does Manulife Securities Incorporated have an API?
No public API is recorded for Manulife Securities Incorporated.
What industry is Manulife Securities Incorporated in?
Manulife Securities Incorporated's product category is Wealth Management and Investment Advisory. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 52394 and its SIC code is 6211.