Form ADV Brochures

Our Insights
Our Insights
STAY UP TO DATE
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Articles
  
  Read about the latest investment trends and discover financial planning tips to help you save, invest and think ahead.
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Reports
  
  Explore timely market reports, commentary, thought leadership and portfolio ideas from the Morgan Stanley Wealth Management Canada Chief Investment Strategist.
- Across our business, we lead with exceptional ideas. Our researchers and thought leaders uncover insights that inform the strategies and services we offer our clients.
  
  Podcasts
  
  Listen to the latest thought provoking commentary on market and investment insights and discover financial planning tips to help you save, invest and think ahead.
What We Do
What We Do
STAY UP TO DATE
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Wealth Management
  
  We help individuals, families, businesses, organizations and institutions to build, preserve and manage their wealth.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Morgan Stanley at Work
  
  We provide a holistic suite of equity, financial wellness and retirement solutions to help employees and companies realize the full potential of workplace benefits.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Investment Banking & Capital Markets
  
  We provide advisory and capital-raising services to help clients execute complex transactions and pursue strategic goals.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Sales & Trading
  
  We offer sales, trading and market-making services and expertise to help global institutions generate superior returns.
- Our clients always come first. We advise, originate, trade, manage and distribute capital for people and institutions, with a focus on their unique needs and goals.
  
  Investment Management
  
  We deliver a broad set of investment management solutions to a diverse client base, with a focus on long-term performance and client-centric service.
About Us
About Us
- About the Firm
STAY UP TO DATE
- What started with providing services to Canadian institutions in the 1960s has evolved into Morgan Stanley innovation hubs across Canada.
  
  About the Firm
  
  Our business is rooted in the firm’s longstanding commitment to serving the local community and making a difference.
Careers
Careers
- Work With Us
STAY UP TO DATE
- Our people are our difference. We foster a culture that celebrates diversity and welcomes fresh perspectives.
  
  Work With Us
  
  Explore a range of career opportunities across our businesses and learn how our core values power everything we do.

Form ADV Brochures

Please click on the relevant links below to view and print documents related to your Morgan Stanley Wealth Management Canada Unified Managed Account.

Please note documents are provided as PDFs, which require Adobe® Reader® to view. To download a copy of the latest version, visit Adobe's website.

THIRD-PARTY AND AFFILIATED INVESTMENT SUB-MANAGERS— FORM ADV BROCHURES

AllianceBernstein L.P.

Aristotle Capital Management, LLC

Bahl & Gaynor, Inc.

Capital Research and Management Company

Earnest Partners, LLC

Geneva Capital Management, LLC

Harding, Loevner LP

Lazard Asset Management, LLC

Polen Capital Management, LLC