About PlanRight®

When it comes to saving and investing for the future, Canadians are looking for help. Research from Manulife and Ipsos Reid indicates that, on average, one in every three Canadian employees could be struggling with their finances.

For companies looking to help their employees plan for their retirement and promote good financial health, the message is clear: despite best efforts, many employees are feeling insecure about their finances, and they’re failing to make the most of their group savings plans. What employees want is a more personalized approach towards financial planning and they’re looking to their employers for help.

To provide your employees with the additional financial advice they need, there’s PlanRight – a comprehensive service backed by a dedicated team of licensed, non commissioned, financial advisors, who are employed by Manulife for their expertise.

Meet a PlanRight Advisor

The PlanRight advantage for you

PlanRight assists you, as a plan sponsor, by providing your employees with access to a PlanRight advisor as part of your fiduciary responsibilities and in line with the Capital Accumulation Plan (CAP) Guidelines. As well as being licensed and non-commissioned, these advisors know the details of your group plan and have the experience and expertise to help your employees with their financial planning efforts. You can also have peace of mind knowing that Manulife assumes all liability for these services and for the advice provided to your employees.