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.

Take a closer look at the Constellation goal calculator and how it helps you have meaningful client conversations.

Learn about Constellation’s asset allocation feature and how it helps you save time and effort.

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.

Learn more about Pathways funds and what makes them a strong foundation for clients’ portfolios.

Get to know the Canada Life Pathways Funds.

Discover how our Global Tactical Fund helps protect your clients’ portfolios during stressful market conditions.

Meet some of the institutional fund managers behind the Pathways funds, including Ross Cameron from Northcape Capital.

Meet Bo Knudson from C WorldWise Asset Management, another institutional fund manager behind Pathways funds.

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.

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

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.

Learn how to use Constellation.

Learn how to navigate the Constellation tool.