Wealth products help your customers achieve their financial goals and think about tomorrow, today.
Get the information you need to access Canada Life wealth products.
Support your clients through the market’s ups and downs with articles, fund spotlights, videos and more. Please note: you can use this toolkit and the resources within it regardless of what channel you’re in.
Strengthen your service offering with our managed solutions.
At Canada Life, we offer a spectrum of five high-calibre managed solutions that provide your clients with a smoother investment experience that’s tailored to their unique needs.
Use the following materials to understand the securities accommodation program:
- Including our securities accommodation program in your practice Q&A
- Introducing Canada Life Securities Ltd. Q&A:
Use the following materials to help introduce Canada Life Securities Ltd. to your clients.
Canada Life™ and Qtrade Financial Group are partnered to bring your clients access to expert advice on stocks and bonds and an award-winning online brokerage platform, Qtrade Investor. Qtrade Investor can help you reach your investment goals with easy-to-use tools, trading and research, plus friendly and knowledgeable customer support.
Canada Life Securities Ltd. brings securities accommodation under the Canada LifeTM umbrella providing you and your clients a more consistent experience. Working with a securities specialist will help you provide your clients with comprehensive solutions that take into consideration their complete portfolio including stocks and bonds.
This toolkit includes everything you need to understand the securities accommodation program and start client conversations about moving their securities portfolio to Canada Life Securities Ltd. Look for client emails, brochures and more!
Canada Life Securities and design are trademarks of The Canada Life Assurance Company and used under licence.
Canada Life and design are trademarks of The Canada Life Assurance Company.