Canada Life for Advisors

Amid the uncertainty of political transitions in Canada and the United States in 2025, one thing remains clear; navigating change demands resilience, adaptability and a commitment to collaboration across borders. Join Canada Life’s Institutional Investment Solutions team for a panel discussion featuring Dylan Fricker, Vice President and Portfolio Manager of the Mackenzie Investments Canadian All-Cap Growth fund, and Greg McCullough, Portfolio Manager of the Putnam Investments U.S. Large-Cap Growth Equity fund. We’ll explore the new and looming government leadership changes and their potential impact on capital markets.  You’ll hear expert insights on:    - How these political changes may influence market trends and economic policies  - Key considerations for portfolio positioning in a shifting political landscape  - What investors should know to help them stay ahead   When: Thursday February 27th, 12:00pm ET Register for online event here: https://lnkd.in/gtikaufZ #institutionalinvesting #institutionalinvestors #diversification #mycanadalife #expertsmatter #canadalife #mackenzieinvestments #putnaminvestments #CanadaUS Bruce Chow, BBA, CFP®, CIM Chris Quigley, CFA Craig Christie CFA Kristin Ramlal, PFP, CIM, FCSI, RWM, MFA-P Robbin Dichter Tamara Yanisiw Susan Haut Quinn Nguyen Dylan Fricker Greg McCullough Richard Bodzy Kathy Irish Kate Nazar

🔒Are you looking for innovative solutions to protect and grow your clients' wealth? Learn how Canada Life's segregated fund death benefit guarantee reset options work, their benefits and how they can help safeguard your clients’ wealth during market fluctuations. https://lnkd.in/gG7sc8xU #Segregatedfunds #wealth #valueofadvice 

RRSP season is here! Now is the perfect time to connect with your clients and review their portfolios. Consider introducing them to Canada Life Risk-Managed Portfolios, a robust suite of funds designed to help manage market ups and downs while still allowing their investments to grow. Learn more. https://lnkd.in/gjECemdz 

Last week, both Canada and Mexico negotiated last-minute deals with the U.S. to delay the imposition of 25% tariffs. Are tariff threats by the Trump administration a negotiating tactic or a fundamental shift in U.S. trade policy? Check out Canada Life Investment Management’s Chief Investment Officer, Corrado Tiralongo, CIM, MBA’s thoughts and the risks and opportunities that may lie ahead for investors. https://lnkd.in/gTSkQHy4 #CanadaLifeInvestmentManagement #marketInsight #geopolitics #investmentstrategy #wealthmanagement 

Life can be unpredictable, but your clients’ investments shouldn’t be. With Canada Life Risk-Managed Portfolios, they can feel confident that through good times and bad, they have a cushion to help them mitigate potential losses while also creating growth opportunities. Learn more. https://lnkd.in/gjECemdz 

Strength and credibility are pillars of successful investing. Supported by expert management and resilient performance through challenging market cycles, Canada Life Risk-Managed Portfolios help clients balance risk and opportunity in a single-fund solution. Learn more. https://lnkd.in/gjECemdz 

Results are in! 35 of Canada Life’s funds received a FundGrade A+® award 🏆! Check out the full list of winning funds and consider how they can fit into your clients’ investment plans.  https://lnkd.in/g9FJJW-B 

RRSP season is here! Get ready to help boost your clients' investment portfolios with a suite of funds that have a proven track record. All of Canada Life’s Risk-Managed Portfolios have received a 4 or 5-star overall Morningstar rating. This is a fantastic opportunity to elevate your clients' investment strategy! Want to learn more? https://lnkd.in/gjECemdz 

Join in for some helpful tips and ways to avoid common traps you might come across when working with clients designating their beneficiaries on life insurance policies. We’ll use case studies of common scenarios that can help you understand the ever-growing importance of proper designation. Join Carol Foley from Tax and Estate Planning Group for a CE-accredited webinar on April 3 from 1 to 2 p.m. ET. Help your clients meet their estate planning goals and protect what matters most to them. Reserve your spot: https://lnkd.in/gY6mDphH

How could U.S. tariffs impact Canada and the global markets if implemented? Check out Canada Life Investment Management’s Officer, Corrado Tiralongo, CIM, MBA's thoughts on the shift in global trade dynamics and the possible implications for portfolio construction. https://lnkd.in/gnXp4T2t