360 Private Wealth Management

Real People. Real Solutions. Real Results.

360 Private Wealth Management, in partnership with Manulife Securities Inc. and Manulife Securities Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba Canada. We are a group of like-minded financial advisors, backed by an experienced support team. Working with allied tax and legal professionals and our partners, including Manulife Securities, we provide financial life planning and wealth management services to a wide range of individuals, families and businesses.

Using our proprietary Natural Wealth™ Process, working in tandem with our clients’ tax and legal specialists and, where appropriate, our own allied tax and legal specialists, we develop action-oriented financial life plans and construct investment portfolios and insurance programs to help each of our clients realize their unique life vision.

Our driving purpose in all that we do is to help each of our client households build lifetime financial well-being and the wealth they need to realize their unique life vision.

 

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Wealth 360 Team

Latest Blog Posts

360 Private Wealth Management: 2017 RRSP Contribution Reminder

Published by David Luke on Feb 06, 2018

Just a reminder - the deadline to make your 2017 RRSP contribution is fast approaching!   The last day to contribute to your RRSP for the purpose of claiming a deduction on your 2017 tax return is March...

360 Private Wealth Management: Solutions Magazine Winter Edition 2018

Published by David Luke on Feb 05, 2018

In the Winter 2017/2018 edition: From new investment approaches to caring for aging parents, it pays to keep one eye on the future ...

360 Private Wealth Management: Market Update

Published by David Luke on Jan 19, 2018

An incredible year for market returns and global economic growth In 2017, we saw one of the strongest years for global market returns since the great financial crisis. Global equity markets seemed unaffected...

360 Private Wealth Management Goes to Siloam Mission!

Published by David Luke on Nov 07, 2017

On Thursday, October 19th our office had the pleasure of spending the evening volunteering for Siloam Mission’s dinner service. As some of the members from our group were volunteering with Siloam for ...

360 Private Wealth Management: 2017 Q3 Market Update

Published by David Luke on Oct 18, 2017

Challenges in the quarter This past quarter exemplifies what you as an investor should consider regarding your portfolio. We’ve seen tensions increase in the Korean Peninsula and the Middle East and ongoing...