Insights

UHNW Expansion Manulife Private Wealth serves high-net-worth clients with bespoke investment counselling, private banking, and tax and estate planning, presenting cross-sell opportunities to offer integrated wealth management and insurance solutions across Manulife Wealth and Private Wealth.

UMA Growth The Apex Unified Managed Account Program launched in April 2025 signals appetite for consolidated, turnkey portfolios; opportunity to equip advisors with UMA integration, portfolio analytics, and onboarding support.

Tech Enablement A strong emphasis on digital tools is evident through Envestnet and Wealthica partnerships and a Microsoft Dynamics CRM; opportunity to sell data integration, marketing automation, onboarding efficiency, and compliance tooling for a large advisor network.

Leadership Transitions Recent leadership changes including a 2022 CEO transition and a 2026 appointment in advice marketing indicate strategic evolution; engage with executive sponsors to position enterprise solutions aligned with growth and marketing initiatives.

Advisor Scale With revenue in the 1B-10B range and about 1,000 independent advisors nationwide, Manulife Wealth represents a large-scale market suitable for enterprise software, analytics, and regulatory/compliance solutions tailored to multiadvisor ecosystems.

Similar companies to Manulife Wealth

Manulife Wealth Tech Stack

Manulife Wealth uses 8 technology products and services including Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics, and more. Explore Manulife Wealth's tech stack below.

Microsoft Excel
Editors
Microsoft PowerPoint
Editors
Microsoft Dynamics
Enterprise Resource Planning
jQuery
Javascript Libraries
Microsoft Word
Office Suites
Microsoft Office
Office Suites
Coveo
Search Engines
Apache
Web Servers

Media & News

Manulife Wealth's Email Address Formats

Manulife Wealth uses at least 2 format(s):

Manulife Wealth Email Formats	Example	Percentage
First.Last@manulifesecurities.ca	John.Doe@manulifesecurities.ca	97%
F.Last@manulifesecurities.ca	J.Doe@manulifesecurities.ca	2%
First.MiddleLast@manulifesecurities.ca	John.MichaelDoe@manulifesecurities.ca	1%

Frequently Asked Questions

What is Manulife Wealth's phone number?

You can contact Manulife Wealth's main corporate office by phone at

+1-905-896-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Manulife Wealth's official website and social media links?

Manulife Wealth's official website is manulifewealth.ca and has social profiles on LinkedIn.

What is Manulife Wealth's NAICS code?

Manulife Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Manulife Wealth have currently?

As of July 2026, Manulife Wealth has approximately 1.5K employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Growth Officer: F. H.President & Ceo: B. M.Head Of Investment Programs: J. L.. Explore Manulife Wealth's employee directory with LeadIQ.

What industry does Manulife Wealth belong to?

Manulife Wealth operates in the Financial Services industry.

What technology does Manulife Wealth use?

Manulife Wealth's tech stack includes Microsoft ExcelMicrosoft PowerPointMicrosoft DynamicsjQueryMicrosoft WordMicrosoft OfficeCoveoApache.

What is Manulife Wealth's email format?

Manulife Wealth's email format typically follows the pattern of First.Last@manulifesecurities.ca. Find more Manulife Wealth email formats with LeadIQ.

Manulife Wealth

Q: What is Manulife Wealth's official website and social media links?

Manulife Wealth's official website is manulifewealth.ca. Manulife Wealth has social profiles on LinkedIn.

Q: How many employees does Manulife Wealth have currently?

Manulife Wealth has approximately 1.5K employees.

Q: What technology does Manulife Wealth use?

Manulife Wealth's tech stack includes Google Fonts API, Amazon S3, Microsoft Teams, CSC DBS, Microsoft Excel.

Q: What is Manulife Wealth's NAICS code?

Manulife Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesOntario, Canada1001-5000 Employees

Manulife Wealth, based in Oakville, Ontario, offers Canadians financial advice and strategies tailored to individual life stages and circumstances. It leverages the resources and expertise of Manulife and a nationwide network of roughly 1,000 independent advisors with capabilities across public and private markets. Within the financial services industry, Manulife Wealth's private wealth arm serves high-net-worth individuals and families with specialized investment counselling and access to private banking, financial planning, insurance, and tax and estate planning to address complex financial needs. The aim is to provide highly specialized solutions designed to grow, preserve, and transition wealth as circumstances evolve. In April 2025, Manulife Wealth launched the Apex Unified Managed Account Program.