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The Masters Private Account Program

The Masters Private Account Program is a Separately Managed Account (SMA) program that provides personalized investment management with individually tailored investments desinged to meet the specific objectives and needs to today's sophisticated investors.

Masters offers you a full range of benefits including discretionary account management through direct access to seven world-class Portfolio Managers and 17 mandates across every asset class. A full suite of investment mandates allows me to either construct portfolios by combining two or more mandates, or substitue an asset-class specific mandate to meet your individual needs.

This elite product is unique to Manulife Securities and is tailored to clients with over $100,000 in investable assets. 

Benefits that are exclusive to Masters account holders are a personal portfolio management experience, independent and impartial due diligence, potential tax efficiency and a simply all-inclusive fee structure.

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