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: 2018 Q2 Market Update

Published by David Luke on Jul 13, 2018

Challenges in the quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in positive territory as investors focused on strong sales and earnings growth in ...

360 Private Wealth Management: Solutions Magazine Spring Edition 2018

Published by David Luke on Jul 12, 2018

In the Spring 2018 edition: Making sense of a rapidly changing financial world. ...

What to Know About Owning a Cottage with Friends or Family

Published by David Luke on Jun 25, 2018

Mike Potvin’s father died in May 2016 and left the family cottage near Ontario’s Kawartha Lakes to his wife and four sons.   But only Potvin and one of his brothers were in a position to carry the costs...

360 Private Wealth Management: 2018 Q1 Market Update

Published by David Luke on Apr 13, 2018

Challenges in the quarter Wow! Volatility returned with a vengeance. After experiencing market pullbacks of less than five percent in 2017, we’ve already experienced two pullbacks of greater than five...

360 Private Wealth Management: 2018 TFSA Contribution Reminder

Published by David Luke on Mar 09, 2018

Now that 2018 is in full swing we thought it would be a good time to connect with households to confirm 2018 Tax Free Savings Account (TFSA) contribution room and contribution rules.    TFSA Contribution...