On March 24, Tim Prescott, President, Quadrus Investment Services Limited and Vice-President, Advisor Compliance and Wealth Distribution opened by remarking it’s been a year since we began hosting This week with Canada Life calls to keep connected with you during the COVID-19 pandemic. Tim gave a brief update on Canada Life’s real estate fund, including that for the March 12 payout, we were able to meet 100% of requests for redemptions and transfers from the fund. As announced recently, Canada Life Securities Ltd. will be introduced the week of April 5, offering you and your clients a more consistent experience and offer a full suite of securities solutions. From T. Rowe Price, Kieron Recagno, Head of Intermediary, Canada, T. Rowe Price, Jennifer O’Hara Martin, Vice-President, T. Rowe Price Group and T. Rowe Price Associates, and Terry Moore, Vice-President, T. Rowe Price Group and T. Rowe Price Associates explained what their Global Growth Fund and Global Fixed Income can offer your clients. They also offered insights on where they see markets going in 2021 as economies emerge from the pandemic. From Canada Life, Alisa Devries, Vice-President, Wealth Operations, gave an update on moving from 11 different platforms to one platform, Unitrax. By May 2021, London Life Savings and Income Freedom Fund will move to Unitrax. In early 2022, London Life, Great-West Life and Canada Life segregated funds will move to Unitrax. As well, Alisa described upcoming enhancements at Quadrus Investment Services Ltd., including bringing on more support staff. As of May 29, 2021, you’ll be able to call one Canada Life toll free number for all your inquiries. Curtis Jenkins, Assistant Vice-President, Dealer Operations and Strategic Initiatives, ended the call with an update on dealer enhancements planned for 2021, including updates to eSignature. |