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”
Investment options, such as low-volatility funds, dividend-paying stock funds, income-focused balanced funds, managed solutions and segregated funds, can help you manage risk during market volatility...
Diversification can help you weather market volatility because spreading investments across asset classes can help reduce risk...
All investing includes risk, but there are ways to manage that risk. Creating an investment plan can help you manage your investment risk...
For the month ended September 30, 2023. Read our monthly update to find out what’s been moving markets...
Explore what mutual funds are and how they work so you can build your investment plan to help you reach your financial goals...
There are several strategies you can use to take the emotion out of your investing...
Choosing a beneficiary is an important part of your financial plan...
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...
Mutual funds and segregated funds are both investment options, but they have some key differences...
Let’s look at the basics of what goals-based investing is and how it can help you...