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As Canada Life takes the next step in our journey, anything on this site referencing Freedom 55 Financial/WISE WEPG/WISE GK distribution channel will remain as is until further notice.

On Jan. 1, 2022, two Canada Life subsidiaries, Excel Private Wealth Inc. and Quadrus Investment Services Ltd. amalgamated and became one company – Quadrus Investment Services Ltd. This amalgamation had no impact on your investment holdings. If you have questions, please contact your investment representative.

Wealth products

Individual wealth products

Wealth products help your customers achieve their financial goals and think about tomorrow, today.

Get the information you need to access Canada Life wealth products.

Win with Wealth in 2022

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Spring 2022: Canada Life Fund Changes

Canada Life strives to deliver the best possible outcomes for you and your clients through continuous improvements to our fund shelf. We’re changing sub-advisors, underlying portfolio managers and investment strategies across several of our funds to help meet the evolving needs of you and your clients. 

Canada Life Fund Shelf Changes

Resources to help you navigate the updated Canada Life shelf.

Canada Life fund changes: Questions and answersOpens in a new window | PDF

You will find some of the most frequently asked questions and details relating to fund name changes and details on the pricing changes for certain funds.

Canada Life Mutual Fund name comparison tool (YKCOpens a new website in a new window) (Advisor SiteOpens a new website in a new window)

For more in-depth info on the changes, use our fund name comparison tool.

Canada Life Sustainable Portfolios Toolkit

With Canada Life Sustainable PortfoliosTM, your clients get access to an entire portfolio diversified across asset classes, regions and responsible investing strategies. The portfolios look to invest in companies with strong environmental, social and governance (ESG) practices that strive to make a positive contribution to society and the environment.

Now available for sale as segregated funds.

This toolkit provides you with the materials you need to get familiar with Canada Life Sustainable Portfolios and recommend them to clients who want their investments to align with their values without sacrificing potential returns.

Target Risk Asset Allocation Funds toolkit

Target-risk asset allocation funds are a suite of simple, one-step solutions designed to provide returns within a target risk level.

Each fund is an entire diversified portfolio that uses various management styles and invests in different industries, countries and types of holdings. These funds help clients achieve their goals while making sure they don't take on more risk than they expect.
 

Risk-Managed Portfolios marketing toolkit

Canada Life Risk-Managed Portfolios is a suite of all-in-one investment solutions that are specifically designed to help your clients protect their hard-earned savings by limiting the impacts of volatility while still allowing them to participate in the markets to help achieve their goals. 

This toolkit provides you with the materials you need to get familiar with Risk-Managed Portfolios and recommend them to clients looking for a sense of predictability, confidence and control over their investments. 

Constellation Managed Portfolios marketing toolkit

You have business goals. Our managed program can help you reach them. Constellation is a managed program that takes a goals-based approach to investing. It supports you in managing the details, like picking funds and monitoring portfolios, so that you can focus on the bigger picture—having deeper client conversations, uncovering new opportunities and growing your business.

Win with Wealth

Helping Canadians grow their wealth just got more rewarding!  By having net sales of 5% of Jan. 1, 2022, assets under management (AUM) you could receive a payment of 0.01% (or 1 bps of assets) of your Dec. 31, 2022, AUM

Segregated funds marketing toolkit

The Canada Life shelf includes many of the segregated funds you know today, plus some new and exciting mandates. We’re taking the best of the best from each of our fund shelves to create one strong, carefully selected shelf designed for a full market cycle.

This toolkit provides you with the materials you need to get familiar with the new Canada Life fund shelf and to get ready to talk to your clients about it with confidence.

Mutual Funds toolkit

Canada Life Mutual FundsTM is the new mutual fund shelf that’s well-diversified and designed to perform through a full market cycle. It leverages the expertise of top investment managers from around the world and is more closely aligned to our segregated fund shelf (with more than 90% overlap). This means you can be confident there’s a Canada Life fund for your client, no matter which type of solution they’re looking for.

This toolkit provides you with the materials you need to get familiar with the new Canada Life Mutual Funds shelf and to get ready to talk to your clients about it with confidence.

Retirement solutions marketing toolkit

At Canada Life, we’re here to provide you with effective and competitive solutions as you and your clients plan for their retirement. On the Canada Life shelf, you have access to many of the retirement products you know today, including annuities, the lifetime income benefit and Estate Protection.

This toolkit provides you with the materials you need to get acquainted Canada Life retirement income products and prepare for client conversations, with confidence.

Retirement readiness toolkit

The pandemic might have impacted your clients’ retirement plans and your advice has never been more important. Be the hero of their retirement story – use the tools and resources in this toolkit to help your clients retire their way.

2021-2022 RRSP and TFSA toolkit

This time of year, many clients are looking to you for expertise. They need advice and help to build or update their financial plan. Others might need your help with their first steps toward investing in their future. 

You can support both clients with tools and solutions they need for their unique needs. This toolkit includes everything you need to start client conversations about investing in Canada Life solutions through RRSPs and TFSAs, all in one place. Look for client meeting materials, social media content, brochures and more.

Canada Life Securities Ltd.

Canada Life Securities Ltd. brings securities accommodation under the Canada LifeTM umbrella providing you and your clients a more consistent experience. Working with a securities specialist will help you provide your clients with comprehensive solutions that take into consideration their complete portfolio including stocks and bonds.

This toolkit includes everything you need to understand the securities accommodation program and start client conversations about moving their securities portfolio to Canada Life Securities Ltd. Look for client emails, brochures and more!

Mortgage toolkit

Use the following materials to initiate conversations with clients on how adding mortgages and credit to their long-term financial plan can make it more holistic and robust. 

Market volatility

Support your clients through the market’s ups and downs with articles, fund spotlights, videos and more. Please note: you can use this toolkit and the resources within it regardless of what channel you’re in.

See Resources  - Opens in a new window

Get ready to sell Canada Life products

Freedom 55 Financial and WISE advisors will need new systems, tools and software. Find the resources you need, when you need them.Canada Life business quick linksThis job aid provides quick links to information related to the sale and submission of business.

Canada Life Securities and design are trademarks of The Canada Life Assurance Company and used under licence.
Canada Life and design are trademarks of The Canada Life Assurance Company.