WINNIPEG, MB – Independent Advisor Solutions (iAS) is pleased to announce its collaboration with Manulife Investment Management as sub-advisor to its Canadian High Conviction Equities (CHCE) and Canadian Corporate Bond Plus (CCBP) strategies, with the transition expected to take effect on or about December 29, 2026.
At the time of transition, Canadian High Conviction Equities (CHCE) will be renamed Canadian Active Equities (CDAE). The appointment represents a change in portfolio management for the strategies, while their core roles within client portfolios are expected to remain unchanged.
Manulife Investment Management, one of Canada’s largest institutional investment managers with more than $1 trillion in assets under management, will bring its extensive Canadian equity and fixed income capabilities , backed by deep investment resources and decades of experience serving institutional and wealth management clients. The MiBLOX will remain exclusive to Independent Advisor Solutions within the Canadian wealth management channel.
“We are excited to partner with Manulife Investment Management, one of Canada’s leading investment managers and a globally respected institution,” said Jon Kilfoyle, President, Independent Advisor Solutions. “Their scale, resources, and investment capabilities complement our commitment to bringing best-in-class solutions to independent advisors. We believe this partnership further strengthens our ability to deliver high-quality portfolio solutions for clients.”
Since its launch in 2024, iAS continues to provide advisors with access to institutional-quality investment solutions across public and private markets. The addition of Manulife Investment Management builds on existing relationships with Apollo, BlackRock, Goldman Sachs, and J.P. Morgan Asset Management, further strengthening iAS’s roster of leading investment managers and reinforcing its commitment to connecting advisors with best-in-class investment expertise.
About Independent Advisor Solutions Inc.
Founded in 2024, Independent Advisor Solutions Inc. provides a suite of solutions for advisors, including multi‑asset model portfolios (MiMODEL), exclusive investment funds through global partnerships (MiBLOX), and bespoke advisor‑managed strategies (MiFUND). Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington‑Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec, and British Columbia.
About Wellington-Altus Financial Inc.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.
*Report on Business 2025 rankings.
**Investment Executive 2026 Brokerage Report Card.
About Manulife Investment Management
Manulife Investment Management, a company of Manulife Wealth & Asset Management leverages over a century of financial expertise and the extensive resources of our parent company to serve individuals, institutions, and retirement plan members worldwide. With headquarters in Toronto and Boston, our robust capabilities in both public and private markets are bolstered by an investment presence in 20 countries and territories.
With over $1 trillion in assets under management, our global expertise across private markets, asset allocation, fixed income, alternative credit, and equity investing allows us to capitalize on emerging trends worldwide. Committed to responsible stewardship, we aim to lead globally in creating long-term, sustainable value for our stakeholders.