Watch this video for a summary of how Constellation helps you build trusting client relationships by changing the conversation to focus on their goals, not just the current rate of return.
Did you know: goal calculator
Take a closer look at the Constellation goal calculator and how it helps you have meaningful client conversations.
Did you know: disciplined asset allocation
Learn about Constellation’s asset allocation feature and how it helps you save time and effort.
Did you know: auto-rebalancing
You can’t always predict the market, and keeping your clients’ investments aligned to their risk tolerance can be a lot of work. Discover how Constellation helps do it for you, monitoring your clients’ investments every day.
Did you know: Building blocks for a strong portfolio
Learn more about Pathways funds and what makes them a strong foundation for clients’ portfolios.
Did you know: Pathways funds
Get to know the Canada Life Pathways Funds.
Did you know: Global Tactical Fund
Discover how our Global Tactical Fund helps protect your clients’ portfolios during stressful market conditions.
Meet the managers
Meet the managers: Ross Cameron, Northcape Capital
Meet some of the institutional fund managers behind the Pathways funds, including Ross Cameron from Northcape Capital.
Meet the managers: Bo Knudson, C WorldWide Asset Management
Meet Bo Knudson from C WorldWise Asset Management, another institutional fund manager behind Pathways funds.
Constellation: Benefits for you and your clients
Peer review: the benefits of our managed program
Hear from Brian Mallard and his business partners about what makes Constellation unique and how it helps them save time and better serve their clients.
Four-part series: Client conversations
Watch these videos for examples of how you can position Constellation with your clients.
Part 1: Introducing Constellation
Part 2: How to handle a goal that’s off track
Part 3: Asset allocation and other features
Part 4: Having a fee-based conversation
How to see your investments in Constellation
Share this video with clients to show them how to navigate though the Constellation client portal and see whether they’re on track to achieve their goals.
An overview of the Constellation tool
Learn how to use Constellation.
8-part series - walkthrough of the Constellation tool