April 17, 2024
Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
Resources for retirement industry professionals
Analysis, insight, and the latest trends for plan sponsors, advisors, and consultants. Discover the industry updates affecting your organization and find out what really matters to plan members.
Federal budget 2024: Highlights for retirement industry professionals
The 2024 Federal budget was tabled on April 16. We’ve summarized the issues and proposed changes most relevant to financial advisors, consultants, and plan sponsors.
Navigating the Capital Accumulation Plan (CAP) Guideline
If you have a role in setting up and managing a retirement savings plan in Canada, the CAP Guideline provides you with a framework for best practices.
What if living longer meant living better?
In our annual survey of Canadian workers, we reveal how each generation is managing their money while preparing for a retirement that’s longer than ever before. Explore the trends and discover how your support can make a difference.
The 2024 U.S. election and your portfolio: considerations for long- and short-term investors
Investment analysis
Help build your investment strategy for long-term financial success.
i-Watch can help you invest responsibly through our exclusive fund selection and monitoring process
Looking to have access to up-to-date retirement funds for your plan members? Manulife’s i-Watch program can help ensure that your group savings plan has high-quality investment options for your members. Gain confidence in your portfolio selection with i-Watch.
Manulife target-date funds: helping members achieve long-term financial security
In 2023, we launched the Manulife Retirement Date Index+ Fund suite, adding a new price point to our offerings? We also provided thought leadership on how target-date funds can help members weather market volatility.
Discover how you can add our ready-to-use personalized member communications to boost your existing communication strategy.
View ready-to-go campaigns in It’s about timeTrending viewpoints
February 27, 2024
How important is governance to the success of a CAP?
Financial planning for immigrants in Canada is important. Newcomers should book a meeting with an advisor for financial planning, goal setting, and investing.
March 5, 2024
Three reasons you might consider using AI in your retirement practice
Wondering if there's a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.