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www.manulife.com

Manulife provides group retirement solutions and personal savings options with advisory support and digital tools to help organizations and individuals plan for a secure future.

Manulife provides group retirement solutions and personal savings options, supporting organizations and their employees with a range of plan types, online resources, and advisory services. The organization offers onboarding, goal setting, automated contributions, beneficiary management, and retirement income planning, backed by a network of licensed advisors who provide clear, practical guidance. The platform includes secure sign-in, educational articles, interactive tools, and calculators to help users understand how saving and investing can secure their financial futures. The audience includes plan sponsors, plan members, and their families, with emphasis on financial wellness, transparent information, and accessible support for life events such as career changes or retirement. The organization focuses on helping people save regularly, understand their options, and work with advisors to manage risk, plan for goals, and stay informed through online content and personalized meetings.

Mission statement

To help people and organizations save, plan, and transition to a secure retirement through accessible guidance, broad savings options, and proactive, personalized support.

Products & Services

Manulife Personal Plan Product

Empower your financial future with comprehensive savings and investment options.

www.manulife.com/ca/en/personal/group-plans/group-retirement/plans/personal-plan 11 features

✓ Account Access And Support — Access Your Accounts Anytime
✓ One-On-One Support — Receive Personalized Support
✓ Automatic Savings — Set Up Automatic Contributions
✓ Lower Fees — Benefit From Lower Fees
✓ More Investment Options — Explore Diverse Investment Choices
✓ Account Linking — Maximize Your Rewards
✓ Goal Tracking — Track Your Financial Goals
✓ Member Reward Program — Earn Rewards
✓ No Transfer Fees — Transfer Without Fees
✓ Family Access — Include Your Family
✓ Save In One Place — Consolidate Your Savings

Group Retirement Savings Plans Product

Employer-sponsored plans that simplify saving for retirement and may lower your taxes.

www.manulife.com/ca/en/personal/group-plans/group-retirement/plans/group-retirement-savings-plans 9 features

✓ Registered Pension Plan (RPP) — Includes Employer Contributions
✓ Registered Retirement Savings Plan (RRSP) — Provides Tax Benefits On Contributions
✓ Tax-Free Savings Account (TFSA) — Enables Tax-Free Growth
✓ Dedicated Financial Guidance — Offers Personalized Financial Support
✓ Automatic Contributions — Streamlines The Savings Process
✓ Comprehensive Retirement Options — Supports A Holistic Approach To Saving
✓ Deferred Profit-Sharing Plan (DPSP) — Offers Employer Shared Profits
✓ Employee Profit-Sharing Plan (EPSP) — Facilitates Employee Profit Sharing
✓ Non-registered Savings Plan (NRSP) — Flexible Savings For All Goals

Group Retirement Income Plans Product

Transform Your Savings Into Reliable Retirement Income With Our Plans.

www.manulife.com/ca/en/personal/group-plans/group-retirement/plans/group-retirement-income-plans 8 features

✓ Guidance And Support — Get Expert Instruction On Income Options
✓ Investment Choices — Access Diverse Investment Options
✓ LIF — Use LIF For Locked-In Funds
✓ RRIF — Manage RRIF For Non-Locked Funds
✓ Member Rewards Program — Earn Rewards While Saving
✓ LRIF — Choose LRIF For Long-Term Security
✓ RLIF — Access RLIF For Flexibility
✓ PRIF — Utilize PRIF For Specific Needs

Manulife Wealth Advisor Services Service

Get personalized financial guidance from licensed advisors to enhance your retirement planning and investments.

www.manulife.com/ca/en/personal/group-plans/group-retirement/prepare/find-an-advisor 8 features

✓ Included With Select Plans — Cost-Free Consultation
✓ Licensed Financial Advisors — Expert Financial Advice
✓ Impartial Guidance — Personalized Strategy
✓ Personalized Guidance — Tailored Financial Plan
✓ Advisor Can Act On Your Behalf — Enroll In Plans Easily
✓ Family Access — Inclusive Support
✓ Multilanguage Support — Accessible Communication
✓ Virtual Or Phone Appointments — Flexible Meeting Options

Retirement Tools Platform

Access interactive retirement calculators to effectively plan your financial future.

www.manulife.com/ca/en/personal/group-plans/resources/tools 8 features

✓ Contribution Calculator — Demonstrates Impact Of Contributions
✓ Retirement Income Calculator — Estimates Future Income
✓ Retirement Savings Calculator — Guides Savings Goals
✓ Financial Wellness Assessment — Evaluates Financial Health
✓ Investment Comparison Calculator — Assesses Investment Potential
✓ Find Your Investor Style — Identifies Investment Preferences
✓ Withdrawal Calculator — Evaluates Withdrawal Effects
✓ Investing Basics — Provides Foundational Knowledge

Market Segments

Employer-sponsored retirement plans

Administration and delivery of employer-sponsored retirement plans (RPP, RRSP, TFSA, DPSP, NRSP) with payroll-integrated features such as automatic contributions, onboarding, beneficiary management, and plan-sponsor support.

Personal wealth management

Individual account aggregation and ongoing account management for plan members and eligible family, offering consolidated access, lower fees, member rewards, account linking, automatic savings, and mobile/secure sign-in.

Retirement advisory and financial planning

Licensed financial advice and retirement planning focused on income strategies, plan conversions (GRIP, RRIF, LIF, PRIF, RLIF), investment selection, and coordinated estate and insurance advice delivered via included advisors and virtual or phone appointments.

Retirement planning and projection

Digital planning capabilities including retirement income and savings calculators, contribution and withdrawal modeling, financial wellness assessments, investor-style profiling, and goal-tracking to inform member decisions.

Common Questions

What does Manulife do?: Manulife provides group retirement solutions and personal savings options, supporting organizations and their employees with a range of plan types, online resources, and advisory services. The organization offers onboarding, goal setting, automated contributions, beneficiary management, and retirement income planning, backed by a network of licensed advisors who provide clear, practical guidance. The platform includes secure sign-in, educational articles, interactive tools, and calculators to help users understand how saving and investing can secure their financial futures. The audience includes plan sponsors, plan members, and their families, with emphasis on financial wellness, transparent information, and accessible support for life events such as career changes or retirement. The organization focuses on helping people save regularly, understand their options, and work with advisors to manage risk, plan for goals, and stay informed through online content and personalized meetings.
What is Manulife's role in the Employer-sponsored retirement plans market?: Administration and delivery of employer-sponsored retirement plans (RPP, RRSP, TFSA, DPSP, NRSP) with payroll-integrated features such as automatic contributions, onboarding, beneficiary management, and plan-sponsor support.
What is Manulife's role in the Personal wealth management market?: Individual account aggregation and ongoing account management for plan members and eligible family, offering consolidated access, lower fees, member rewards, account linking, automatic savings, and mobile/secure sign-in.