Learn the benefits of working with an advisor to help build a financial plan for your future.
Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.
Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.
Lauren: I could buy my insurance and investments online. Why should I work with an advisor?
Description: Lauren sits outside at a café table with a lemonade in front of her.
Amina: My advisor sees the big picture of how all my finances fit together.
Description: Cut to show both Lauren and Amina sitting at the table.
Amina: I might miss something important doing it myself.
Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.
Amina: There’s a plan to achieve all my goals,
Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.
Amina: even when new ones pop-up.
Description: The advisor’s hand moves into the frame to add a travel goal.
Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.
Description: The line and goals move up and down to represent a shifting stock market.
Amina: My advisor updates me regularly, so I feel confident I’m on track.
Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.
Amina: With an advisor, my financial future is one less thing I need to worry about.
Description: Cut back to Amina sitting at the table, showing Lauren her phone.
Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”
You’re passionate about social and environmental issues and you want your investment portfolio to match your values....
Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....
Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...
The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...
To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...
To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...
Home renovations can be a great way to get the house of your dreams while avoiding an over-inflated mortgage. But home renovations come with their own stresses and financial demands...
How do you budget for back to school? Before you can set a budget, you’ll need to figure out what you actually need...
With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...
Asset mixes shift to a more conservative approach when people near retirement...