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At Canada Life, we have a long history of serving Canadians. Our clients have trusted us to provide them with financial security for over 170 years. What does this mean for advisors and clients?
We have strength and stability
We focused on improving our clients’ financial, physical and mental well-being through several significant events – the Great Depression, the 1970s oil crisis, the burst of the dot-com bubble and the 2008 financial crisis. We continue this purpose today as we adapt to new ways of working and living in the face of the COVID-19 pandemic.
Through all of this, we have provided strength and stability, and we continue to deliver on the promises we made. Our insurance history is a perfect example of this – we manage the largest life insurance account in Canada and have been a leader in this space for generations. We have built teams of experts and winning investment strategies where managing risk and ensuring the safety of our clients is our main goal. We balance this with our focus on achieving stable, long-term investment returns to ensure that the needs of Canadians are met for many years to come.
We have a unique perspective
While the needs of Canadians are always evolving and shaped by their individual circumstances and market events, there are a few principles that remain true, including the need and desire for holistic financial advice. The basis of every financial plan should be both insurance and investments. options. As an industry-leading insurance company with over 23,000 advisors, we offer clients a complete picture of their unique financial situation along with a full range of products to complement it.
We have a dedicated fund shelf that advisors and clients can feel confident about
As an insurance company, we are uniquely positioned to help meet the evolving needs of Canadians and continue to support them through market events. For example, segregated funds are only available through insurance companies. Given recent market conditions, many investors may realize that a well-rounded, resilient portfolio and sound advice are the keys to weathering the storm – and even succeeding – when markets are volatile.
Segregated funds can be great components of any portfolio. They give clients the opportunity to expand their wealth in the financial markets, while also offering insurance protection that guarantees the money they have invested at death and maturity. They also offer options such as resetting, which can help customers lock in market gains and protect their savings when markets are volatile.
We are improving and simplifying our segregated fund offering. Last fall, we launched a new, curated Canada Life fund shelf, featuring the best of our previous Great-West Life, London Life and Canada Life shelves. I’m excited to announce that we will be adding nine new global mandates on May 11 to ensure we have a relevant, competitive and comprehensive offering designed to meet customer needs across the full market cycle.
To learn more about our segregated fund offering, visit https://www.canadalife.com/campaigns/strength-and-stability
