Building and preserving wealth together.

1-800-561-1177

Requesting your Real Estate fund client list
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

To help you connect with your clients impacted by the temporary suspension of the Canada Life Real Estate segregated funds, you can request an electronic list of those clients by sending an email to your MGA. Please include your producer code in your email request. Once our verification process is complete, an encrypted client list will be emailed to you. 

Payment release review program 

Canada Life continues to put customers at the centre of what we do. Through our general account, we’ve established a process to facilitate payments to clients that have an urgent need and no other source of funds.  

Resources for you: 

  • Updated Q&A – Includes transaction details and answers to questions from the March 23 advisor call 
  • Recording of the March 23 advisor call 
  • Client email template – Send this to your clients who may be impacted by the suspension 

We’ll continue to share updates as they become available.