Wealth insights for your business needs
Submitted by Krishan on June 8, 2023 - 4:57pm
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PDF version | To view this email as a web page, click here. | |  | | | | | Reminder: Changes to banking products took effect June 1, 2023 | In March, we notified you and clients that our distribution agreement with National Bank of Canada for banking products and services wouldn’t be renewed. In April, clients were mailed a letter from Canada Life and a follow up letter from National outlining the details of this change. On June 1, 2023, client servicing for banking products transitioned fully to National Bank. Clients will contact National Bank directly for all inquiries and to request changes to their accounts.
To help understand changes to processes and servicing banking product, please refer to the updated Process Guide. For more information on the transition to National Bank, check out this Q&A. |
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| | | | Is it time for value investing? | With today’s rising interest rates, increased inflation and market volatility your clients want to know what you're doing to protect their portfolio. This can make it a good time to consider value investing, which looks at the health of companies, not just how they are currently performing. Check out the latest report from Canada Life Investment Management Ltd. to learn more about how and why the value investing approach outperformed other styles recently and how to start the conversation with your clients in 2023.
Read more › | | | | 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™ | | | | Reminder of June 19 decommissioning of Canada Life My Account | 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. | | | | May 2023 market update: Inflation ticks higher in Canada | 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 › | | | | Wealth operations update |
Read more › |
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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.
Solutions Banking products and services are provided by National Bank of Canada, and are distributed by The Canada Life Assurance Company (Canada Life). Solutions Banking is a registered trademark of Power Financial Corporation, used under licence by National Bank of Canada and Canada Life. |
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