Wealth insights for your business needs
Submitted by Krishan on February 3, 2023 - 5:03pm
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| Resources for you as RRSP season heats up, details on recent FundGrade A+ award-winning funds and more. | | Only one month left until the Mar. 1 RRSP deadline | There’s still time to talk to your clients about their retirement and saving goals this RRSP season. Take advantage of our RRSP and TFSA toolkit. In it, you’ll find timely and topical shareable content that addresses their current concerns. It also includes a new tax summary for 2023, process guides, FAQs and other resources to help support your business this RRSP season. Use these resources to start more meaningful client conversations and give advice that can help keep your clients’ retirement and savings goals on course.
During your conversations, don’t forget about Canada Life™ Index ETF Portfolios. You can use this brochure and article to help your clients better understand the value of this new segregated fund offering. |
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| | | | Canada Life wins at the 2022 Fundata FundGrade A+® Awards! | Looking to offer your clients award-winning investment solutions with confidence and credibility? On Jan. 26, several of our funds received awards at the annual Fundata FundGrade A+® Celebration of Excellence. Only 6% of investment fund products available in Canada got this recognition in 2022. This achievement shows yet again the ongoing strength of our wealth product shelf.
See the full list of winners › | | | | Delays to delivery of some clients’ year-end statements | Due to unexpected issues, we’re anticipating a delay in printing and mailing a small subset of 2022 year-end client statements, as well as their corresponding advisor copies. Affected products include Canada Life™ segregated funds (including Preferred and Partner series) and guaranteed income products (GIO/DIO).
In the meantime, you can access policy details on Canada Life RepNet. Clients can view their statements on My Canada Life as they become available, if registered. While the majority of clients won’t be affected by these issues, we’re working to dispatch the impacted client statements as soon as they’re available in the coming weeks.
We’re sorry for the inconvenience this might cause you. If you have questions about your clients’ investment policies, contact the Client Service Centre at 1-888-252-1847. | | | | Market Outlook 2023: Navigating the inflation inflection | Curious about the short- and long-term investment opportunities this year? Check out this short video for a primer of what the experts on the Canada Life™ shelf are watching from Steve Fiorelli, President and CEO, Canada Life Investment Management. You can find insights on these opportunities and more in Canada Life Investment Management’s latest report.
Watch the video › | | | | Change to contract process for new daily/guaranteed interest option (DIO/GIO) accounts | As of Feb. 1, 2023, when you set up a new DIO/GIO policy for a client, you now have to give the client a copy of their contract. Previously, Operations sent the contract as part of a welcome package. This new process is similar to the one you follow when you set up a segregated fund account. Make sure you also provide your client a copy of the signed application- Operations will no longer be doing this.
Access the DIO/GIO contract on RepNet. You can also order it by emailing Supply Services and asking for the Guaranteed interest and daily interest contract (70-0066). Download or order only the number of contracts you’ll need for the month as we update it regularly. | | | | Wealth operations update | - Updates to forms and fund fact booklets
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