We know how important it is to keep you informed, especially when there’s a change on our end that might raise questions. That’s why we want to share a quick update about a recent transition that impacts only a portion of our business: our investment clients.
Very recently, our Financial Planning Division transitioned portfolio management from Manulife Wealth to Q Wealth. This is an exciting and positive change for our investment clients, giving them direct access to a fiduciary portfolio management team and enhanced tools and reporting. Q Wealth brings additional innovation and flexibility that align well with the personalized service we’ve always prioritized.
But here’s the key message for you:
If you're a Group Benefits or Group Retirement client with us, this change does not affect your services, your plan, or your experience with us at all.
What Stays the Same for You?
Everything you know and trust about working with our team remains unchanged:
- Your Group Benefits and Group Retirement plans continue to be managed and supported exactly as they always have.
- Your advisors and client service team remain the same, and we’re just as committed as ever to delivering the guidance, education, and care that you and your employees rely on.
- Your experience with us - built on strong relationships, practical solutions, and responsive service - is still at the heart of everything we do.
Why Are We Sharing This?
Because transparency matters. One of our core values is to be open, honest, and clear in all our communications. Even though this change doesn’t affect your services, we want to make sure you’re fully in the loop.
Many of our clients work with us across more than one division, and you may hear our name mentioned alongside Q Wealth in the coming weeks. We want you to feel confident that your benefits and retirement programs are running just as smoothly and effectively as always.
Still Have Questions?
If you have any questions or just want to chat with someone on our team, please contact us. We’re always here to help and happy to connect.
