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Our principles of Wealth Management are based on a comprehensive approach to integrated financial services‚ which includes cash‚ asset and liability management. We take a direct role in familiarizing ourselves with your entire financial position so that we may proactively prepare for life’s events rather than respond in an untimely manner. We believe timing is everything and we ensure you have every resource at your disposal to achieve financial success.
We know our clients' financial positions on a daily basis.
Line Brokers' shared experience from our company’s inception in 1979, as W.G. Gunderson Insurance Agencies, has led us to develop truly revolutionary strategies to create‚ maintain and transition wealth.
Our strategic system of Income Allocation is the fundamental tool to how we allocate financial resources and has resulted in incredible success with growing our clients’ wealth.
Our primary objective is twofold - to preserve assets while growing wealth as much as possible. Our advantage is that our risks are extremely calculated. We invest only in companies and products that we fully understand and that provide a meaningful benefit to our clients.
Our research is derived from a combination of outside and in–house fundamental and technical analysis. Outside Analysts provide a baseline resource to our process‚ but typically ratings are reflection of the industry and therefore‚ we conduct the additional diligence on the individual companies.
Our in–house analysis is based on the foundation of stringent investment criteria adopted by Canadian corporate and investment banking system.
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.
With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.
We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration , including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion).
We are working hard to not only change ourselves, but to reshape our industry. Our Mission is to make decisions easier and our customers' lives better. Our five Strategic Priorities define our focus, and our strong track record as a trusted financial services provider has set us up for a successful future.
To achieve our Mission, we set out our five key areas of focus, narrowing our priorities to those that will strongly position us to transform Manulife into a digital, customer-centric market leader, creating significant value for our customers, employees, and shareholders:
Portfolio optimization, expense efficieny, accelerating growth, digital customer leard, high-performing team.
Manulife Wealth is one of Canada’s foremost independent investment dealers. Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.
A comprehensive approach to wealth management is where we shine. Our process involves putting cash resources to their best use‚ minimizing tax and setting distinct benchmarks and objectives for feedback. Our service excellence is attributed to frequent contact with our clients‚ forward strategies published on an ongoing basis, and determined focus on our clients’ best interests.
We develop true and meaningful partnerships with our clientele; they expect the best and we deliver it.
A trusted, reputable industry leader.
Backed by the global strength and security of Manulife, serving one in five Canadians, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.
Manulife Wealth offers a competitive fee platform‚ full access to capital markets and unparalleled ethical integrity in the Canadian marketplace. Our model of full transparency‚ 24/7 online access to accounts, along with complete activity and tax reporting ensures no assets are forgotten‚ no transaction contains an error and no opportunity is wasted.
Additionally‚ our clients take comfort in that we do not receive any pressure to promote proprietary financial product, and in that we receive no preferential treatment or receive any additional compensation or reward from our dealer to motivate the sale of products as may occur in many other brokerage firms.
Regulated by the Canadian Investment Regulatory Organization (CIRO), Manulife Wealth advisors can provide access to stocks, bonds, new issues, separately managed and fee-based accounts, mutual funds, self-directed plans, registered products, money products, monthly savings plans and systematic withdrawal plans.
115, 1925 18 Ave NE
Calgary, AB T2E 7T8
Our Office Hours
Monday – Thursday
8:00 am – 4:00 pm
8:00 am - 12:00 pm
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