Wealth insights for your business needs
Submitted by Krishan on February 16, 2023 - 8:00am
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PDF version | To view this email as a web page, click here. | |  | | | | | Resources for the final stretch of RRSP season, Q4 2022 reports on managed solutions available now, and more. | | Only two weeks 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 tax articles updated with 2023 contribution limits, RRSP brochures (available in traditional and simplified Chinese) 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.
Check out our RRSP and TFSA toolkit › |
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| | | | January 2023 market update – The Bank of Canada signals a pause on the horizon | Read the full commentary from Canada Life Investment Management for a detailed look at the markets and share it on your social media channels or by email.
Read it now › | | | | Q4 updates for managed solutions now available | Stay on top of changing market conditions with a snapshot of the quarter in review, an overview of asset allocation model positioning and market outlooks. We've also updated impacted marketing materials with new performance information. Please keep in mind that these reports are for your use only and should not be shared with clients.
Check out the latest reports and updated materials in the marketing toolkit:
Canada Life Risk-Managed Portfolios™
Canada Life Asset Allocation Funds
| | | | Canada Life Portfolio Manager Connect Series events coming this spring | We're excited to bring you new events from March to June. They'll feature Beutel Goodman, Mackenzie Investments, Northcape Capital and GWL Realty Advisors. You'll get the information you need on our investment solutions and the markets, straight from experienced portfolio managers of Canada Life™ funds. We've designed these events to give you a range of viewpoints, investment philosophies and asset class expertise. In our ever-changing investment landscape, this can help inform your strategic perspective, so you can help your clients focus on their financial plan, not the markets.
CE accreditation for these streaming events is pending approval.
Register today › |
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