Reach your financial goals
Manulife Goals-Based Investing (GBI) is a unique program that uses variables such as age, income, health factors and postal code to help customers get a clearer picture of the income they may need at retirement. The GBI program also includes a built-in investment solution designed to help clients with their retirement income goals.
Manulife Goals-Based Investing will not only help better project the income needed during different phases of retirement, but also tailor an investment strategy designed to provide investors with a higher degree of confidence in the projected minimum income to help meet their retirement income goals.
Goals Based Approach
More likely to meet investment
50% Fixed Income
30% Fixed Income
It starts with you
You need professional support to guide you in goal-based investing which yields more positive investing results. This client-centric approach puts you at the centre of the plan.You will talk with a professional who will work with you to understand your:
- personal situation
- financial goals
- short term needs
- long term objectives including estate planning and philanthropic aspirations
You’ll have personalized distinct portfolios, managed and reported on separately, to help you meet each individual goal