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PORTFOLIO MANAGEMENT

Your unique financial needs and security are at the centre of our investment strategy.

Partner with us and open the doors to a full range of investment solutions across asset classes and geographies—fixed income, equities, asset allocation, specialty mandates, and alternative strategies—along with a variety of investment styles.


Meet your Portfolio Manager

Darren Alexander, CFP, CIM, FMA
PORTFOLIO MANAGER - MANULIFE SECURITIES INCORPORATED

With your personal Portfolio Manager at the helm, responsible for setting direction and strategy, and selecting investments for your portfolio, there’s time for you to fit more life into life.  Every aspect of managing your portfolio – including your investment strategy, researching investment opportunities, selecting securities to buy and at what price – is taken care of by your personal Portfolio Manager, a highly qualified financial professional. You will benefit from a simpler and superior investment experience with the comfort knowing that investing decisions are in expert, professional hands. 

Whether wealth has been created through a successful business, an inheritance or by decades of smart investment decisions and proper planning,  each affluent, or high-net-worth investor is different and requires a customized solution.  Our open-architecture and differentiated solutions allow access to products and money management to provide you with peace of mind, greater risk management and transparency.

A portfolio designed around you


A TRUSTED PROFESSIONAL LEADS THE WAY

When you delegate the responsibility of investing to your personal Portfolio Manager you want the right professional leading the way. Your personal Portfolio Manager is an accredited and licensed financial professional who employs prudent and personal thinking to manage your wealth. Complementing your Portfolio Manager’s expertise is a support network of Manulife’s investment experts. These experts contribute insights and knowledge on portfolio construction, investment trends, market commentary and potential opportunities. This collective knowledge and ongoing collaboration creates a team of investing specialists working on executing an investment strategy suited to your needs.


PUTTING STRATEGY INTO ACTION

The first step in building a successful investment strategy involves creating your personal Investment Policy Statement. This document, prepared by your personal Portfolio Manager after consulting with you, contains important information such as your investment objectives, risk tolerance, and the amount of time you have to reach your objectives. Your Investment Policy Statement also describes your investment strategy, including the parameters your Portfolio Manager adheres to when allocating your assets and selecting investments


EXPERTISE GUIDES YOUR INVESTMENT DECISIONS

With significant investing expertise, advanced credentials and a network of professional resources, your Portfolio Manager is uniquely qualified to manage your wealth. Your Portfolio Manager has the flexibility and discretion to:

  • trade securities in your portfolio
  • add or remove holdings selectively based on investment research or in anticipation of market trends
  • act quickly in special situations to capitalize on timely investment opportunities
  • rebalance your portfolio to maintain your target asset allocation


Trades executed by your Portfolio Manager are monitored to ensure they adhere to the guidelines in your Investment Policy Statement. You can stay informed about activity in your portfolio through any-time online access, regular account statements or through communication with your Portfolio Manager


Experience the freedom of personal, professional wealth management.
Simplify investing so you can fit more life into life.

Contact us for more details.