Build your wealth your way.
Custom portfolios created to match your unique circumstances.
At MapleTree Private Wealth, we do not invest for you, we invest with you.
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Backed by Manulife Wealth, one of Canada’s premier investment management firms, MapleTree Private Wealth specializes in navigating the complex investment world by delivering tailored wealth advice and comprehensive financial solutions.
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We work with high net worth individuals, families and incorporated business owners to identify their financial goals and help to achieve them, and structure customized portfolios designed to both preserve and maximize wealth.
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The real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long-term. The single most important dimension of investment policy is asset allocation.
Asset allocation refers to the proportion of assets that an investor chooses to place into particular investment classes.
At MapleTree Private Wealth, we work directly with you to develop the appropriate asset mix specific to your risk tolerance and time horizon to ensure your needs and objectives are met. The basic principles underline our asset allocation decisions:
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Build diversified portfolios with a disciplined approach to risk tolerance and volatility
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Create investment portfolios for individuals and private corporations by maximizing after tax returns and managing passive income
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Inclusion of liquid alts and private investments
As a full-service brokerage firm, we access a wide range of investment vehicles on a global basis.
Below is a range of investment vehicles we offer.
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Individual Securities – Common Stock (Canada, US & International), Preferred shares, REITs, Bonds, Treasury Bills & Convertible Debentures (check our Fundamental Technical Trading System (FTTS) section)
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ETFs (Exchange Traded Funds)
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IPOs (Initial Public Offering / New Issues)
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Mutual Funds, Closed & Open
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Creditor Protected Investments
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GIC's
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Market Linked GIC's
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High-Interest Savings Accounts