Wealth insights for your business needs
Submitted by Brett on August 31, 2023 - 10:18am
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Canada Life Portfolio Manager Connect events return this fall
Looking for insights into what’s in store for the markets the rest of the year? We’ve got you covered! Our monthly webinar series featuring investment managers on our wealth shelf is back in September. You’ll hear from experts at Capital Group, Irish Life Investment Managers, Putnam Investments and a new addition to the Canada Life™ shelf – Cohen & Steers.
Join us to learn about the latest market trends, how to navigate volatility and get actionable market insights from our experts. They’ll also share their best practices and investment strategies to help you to make informed decisions and guide your clients through uncertain markets with confidence. | | | | | | | CE accreditation for these streaming events is pending approval. |
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| | | Investment credits for Canada Life Generations Core, I and II segregated funds
To ensure clients are benefitting from preferred pricing, we’re now in the process of disbursing the 2023 investment credit for qualifying clients that continue to hold Canada Life Generations Core, Generations I or Generations II segregated funds policies.
No action is required by you or the client. If you require a list of clients who are set to receive a 2023 investment credit payment, email HNWQuestions@Canadalife.com after Oct. 2. You’ll receive your list by Oct, 6 via email.
Samples of the letters we’ll mail to clients (including taxation information) and a reference sheet explaining how transactions will be displayed on client confirmations, statements and advisor platforms etc. can be found on the Accelerating clients into high‑net‑worth landing page. | | | Wealth operations update
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