Wealth insights for your business needs
Submitted by Krishan on May 25, 2023 - 4:29pm
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| Q1 updates for managed solutions now available | Stay on top of changing market conditions with a snapshot of the quarter in review, an overview of asset allocation model positioning and market outlooks. Starting this quarter, reports for Canada Life Target-Risk Asset Allocation Funds now include Morningstar Ratings™. We’ve also updated impacted marketing materials with new performance information.
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™ |
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| | | | June 19: Decommissioning of the Canada Life My Account site | During the week of June 19, 2023, we’re decommissioning Canada Life My Account as part of our ongoing work to move segregated fund policies to our new administration system. Your clients currently have access to their policy information on My Canada Life™, which gives clients easy access to important documents, like statements and tax slips and the option to go paperless.
Clients will see a message on Canada Life My Account encouraging them to use My Canada Life for policy information. If they haven’t already registered for My Canada Life, please encourage them to register today. It’s easy. All they need is their current policy number to register at canadalife.com/gopaperless2.
Thank you for your ongoing support as we take this next step in our journey to make it simpler for you and your clients to do business with us. | | | | Reminder: upcoming Canada Life Portfolio Manager Connect Series event* | Don’t forget to sign up for our last event of the quarter. You’ll get expert insights from our experienced portfolio managers at GWL Realty Advisors. On June 8, they’ll talk about Canada’s real estate market and give a forecast for its areas of growth this year.
Register today.
*CE accreditation for this streaming event is pending approval. |
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| | 1 Quarterly reports for managed solutions are for your use only and should not be shared with clients.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Make your investment decisions wisely. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. |
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