Wealth insights for your business needs
Submitted by Brett on August 17, 2023 - 12:00am
Printer-friendly version
PDF version
|
 |
|
| |
Canada Life Portfolio Manager Connect events return this fall
Looking for insights into what’s in store for the markets the rest of the year? We’ve got you covered! Our monthly webinar series featuring investment managers on our wealth shelf is back in September. You’ll hear from experts at Capital Group, Irish Life Investment Managers, Putnam Investments and a new addition to the Canada Life™ shelf – Cohen & Steers.
Join us to learn about the latest market trends, how to navigate volatility and get actionable market insights from our experts. They’ll also share their best practices and investment strategies to help you to make informed decisions and guide your clients through uncertain markets with confidence. | | | | | | | CE accreditation for these streaming events is pending approval. |
|
| | | July 2023 market update: Mortgage costs continue to drive inflation
Read the full commentary from Canada Life Investment Management for a detailed look at the markets and share it on your social media channels or by email.
Read more › | | | Q2 updates for managed solutions now available
Stay on top of changing market conditions with a snapshot of the quarter in review, fund performance, an overview of asset allocation model positioning and market outlooks.
Check out the latest reports and updated materials in the marketing toolkit:1
Canada Life Risk-Managed Portfolios™
Canada Life Asset Allocation Funds
Canada Life Sustainable Portfolios™ | | | Your elevated market volatility toolkit is here
Did you know that market volatility ranks as investors’ #3 concern in 2023, just behind inflation and recession?2 Now more than ever, clients may look to you for investment advice. We’re here to help you be prepared. Support your clients through the market’s ups and downs with resources in our market volatility toolkit. We’ve enhanced it with new and updated materials for your meetings with them. The toolkit also has new content you can share online or directly with your clients, to support them in volatile markets.
Use these resources to prepare yourself for client conversations, educate them on market volatility, help ease their rising worries and help them avoid making emotional investment decisions.
Visit the toolkit › |
|  | | | | |
|
