They aren’t just financial experts, they’re planning experts too
Fully licensed financial advisors and certified (or soon-to-be) financial planners, PlanRight advisors offer impartial advice backed by the strength of Manulife. And because they offer their services as part of your group retirement program, there’s no cost to you.
They have a very unique specialty
—your group retirement program
Because PlanRight advisors are part of our team, they know your program inside and out. They know what makes it great and what makes it great for you, so that together, you can make the most of your program, your goals, and your future.
We give them one job
The PlanRight advisors' job is to help you take charge of your savings and your future. To do that job, they tap into all our products and a wide range of products from other financial institutions too. We empower them to recommend whatever’s best for you—even if it’s not one of our products.
It’s all about collaboration
You help your PlanRight advisor understand you, and your advisor helps you understand the advice—explaining what’s unfamiliar, highlighting what’s important, and connecting it all to what matters—using language that's straightforward and easy to understand.
Your advisor can help you:
- Maximize the value of your Manulife group retirement program
- Maximize all your savings, even if it’s not with Manulife
- Get ready for retirement
- Turn savings into income
- Minimize your taxes
And more:
- Save for a house, education, or the unexpected
- Maximize your bank and mortgage options
- Find life, health, and travel insurance
- Develop an estate plan
- Respond to economic events and trends
- And even more
Meeting with your advisor
Your relationship with your advisor will be as unique as you are. Just tell your PlanRight advisor what you’d like help with, how you’d like to stay in touch, and when you’d like to meet.
Advice from us—at no cost to you
If PlanRight advice is part of your group retirement program, it won’t cost you anything to partner with one of our advisors. PlanRight is at your service, just for being a member.
We support them so they can support you
PlanRight advisors are Manulife employees and are paid through a combination of salary and additional earnings based on delivering high-quality services, supporting clients’ needs, and retaining a loyal clientele.
Got questions about getting advice?
What makes PlanRight advisors special?
What makes PlanRight advisors special?
PlanRight advisors have a very unique specialty—your group retirement program.
Because your PlanRight advisor is part of our team, they have the inside scoop on your program and how it can serve you best. When you partner with them, they’ll look at the plans your program offers, which ones you’re invested in, and how much you’re already saving. They can act on your behalf to bring other savings into your program, get you signed up for new plans, and more.
PlanRight advisors are experts in their field, but they’re also real people. They’re open and welcoming. They’re great teachers and great motivators. Your advisor will help you understand their advice—explaining what’s unfamiliar, highlighting what’s important, and connecting it all to what matters—using words that are straightforward and easy to understand.
Your PlanRight advisor is your partner— helping you make the most of your program, your goals, and your future.
What qualifications do PlanRight advisors have?
What qualifications do PlanRight advisors have?
PlanRight advisors are fully licensed or certified through one or more of our industry’s most respected programs and regulators:
- Licensed to sell life insurance in your province
- Mutual Fund Dealers Association of Canada (MFDA)
- Investment Industry Regulatory Organization of Canada (IIROC)
- Certified Financial Planner (CFP)® designation (have or working towards)
Do PlanRight advisors sell only Manulife products?
Do PlanRight advisors sell only Manulife products?
No. PlanRight advisors have access to all our products, and a wide range of products from other financial institutions too. We empower them to recommend whatever’s best for you. Even if it’s not one of our products.
How are PlanRight advisors paid?
How are PlanRight advisors paid?
PlanRight advisors are Manulife employees and are paid through a combination of salary and additional earnings based on delivering high-quality services, supporting clients’ needs, and retaining a loyal clientele.
Do I have to be part of a Manulife group retirement program to get financial advice?
Do I have to be part of a Manulife group retirement program to get financial advice?
No, you don’t. But if you are a member of a Manulife group retirement program, and if PlanRight advice is part of it, you can take advantage of your PlanRight advisor’s direct connection to your program—truly making the most of your program, your goals, and your future.
If you’re not a member of a Manulife group retirement program with PlanRight, we’re still here for you! Find a Manulife investment advisor or financial planner in your area.
How do I connect with a PlanRight advisor?
How do I connect with a PlanRight advisor?
Book a meeting! Your PlanRight advisor will be in touch to set up a date, time, and location that works for you.
What should I know about meeting with a PlanRight advisor?
What should I know about meeting with a PlanRight advisor?
Your relationship with your PlanRight advisor will be as unique as you are. Just tell them:
- What you’d like their help with
- How you’d like to stay in touch
- When you’d like to meet
Your PlanRight advisor will then guide you in preparing for your first meeting.
Can my family members get help from my PlanRight advisor too?
Can my family members get help from my PlanRight advisor too?
Absolutely, great idea! Including your family gives you—and your advisor—the big picture view of your whole household’s financial needs, and goals.
If you’d like more information about PlanRight advice or you’re not sure whether it’s part of your group retirement program, contact us.