Wealth insights for your business needs - for advisor use only
Submitted by Krishan on January 18, 2024 - 12:11pm
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| | New year, new strategies! Position your clients for success in 2024. You can start by watching a recap of the 2024 Market outlook event, then dive into our RRSP and TFSA toolkit to help your clients in the coming tax season. The Canada Life Investment Management look at the markets is also a must read. | | | What did you miss on the 2024 Market Outlook call?
Dive into the risks and opportunities for 2024 from our Market Outlook call. | Experts Susan Spence and Jared Franz dissected the global macroeconomic landscape and provided their outlooks on major asset classes. Missed out on joining us live? No worries! We’ve got the key takeaways you need to steer your clients towards financial success in the new year. | |
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| Don’t forget to read the 2024 Market Outlook report for a deeper dive. | Watch now › | | Help clients earn a 4% minimum return in turbulent times | From now until April 23, 2024, we’re waiving part of the management fees on the Canada Life™ Money Market segregated fund to help ensure your clients get at least 4% back on their investment, annually.1 This gives your clients the best of both worlds: - Security, stability and somewhere they can put their money, where they get the benefits of a segregated funds contract and a targeted return of 4% annually.2
- Access to the markets through short-term investments, so they can move into other funds quickly and easily as the markets change.
| Your clients get this without any negative impact to your compensation. And if they’re already getting more than a 4% net return, they’ll continue to get that higher return. This offer is available exclusively for Canada Life Segregated Funds, and can be used in conjunction with our FEL, CB2 and CB4 sales charge options.3 Usual administrative processes apply. | | | | December 2023 market update: Economic hurdles: a global tango of challenges | Read the full commentary from Canada Life Investment Management for a detailed look at the markets. Share it on your social media channels or by email. | Read more › | | What’s new: Canada Life Digital segregated fund application | We’ve improved the external transfer process by adding the Transfer authorization for registered investments (TARI) form to the digital application. | Read more › | | It's beginning to look a lot like tax season | With RRSP season gearing up, it’s time to take advantage of our updated registered retirement savings plan (RRSP) and tax-free savings account (TFSA) toolkit . In the toolkit you’ll find information like the TFSA limit increase to $7,000 for 2024 and articles you can share with your clients. You can also access our wealth process toolkit which has 2023 RRSP and TFSA key numbers, administrative materials, tax resources and investment solutions. Use these new resources to support your business, start more meaningful client conversations and give advice that can help your clients reach their savings goals. | |
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| | 1 We cannot guarantee an annualized return of 4% or higher (as the return of the fund fluctuates daily, dependent on the return of the underlying portfolio), but it is our intention to achieve the 4% target rate by waiving part of the management fee of each fund class by an amount that would achieve at least the 4% target rate at the time the waiver is established. We will not waive more than the full amount of fees that we collect.
2 Minimum 4% return is net of fees.
3 We reserve the right to revise and/or cancel this rate at any time. We may, at our discretion, at any time and without prior notice, increase or decrease the amount of the money market management fee waived, which will therefore affect the rate of return.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder.
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