Stick with us for continued segregated fund success

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We know choosing the right partner for your clients’ segregated fund investments is important. That’s why we’re proud you’ve chosen us. We appreciate your ongoing trust in providing best-in-class solutions for your clients.¹

At Canada Life, we’re committed to continually raising the bar and setting new standards of excellence.

When you partner with us, you benefit from:

Exceptional performance

Exceptional performance

Our segregated fund shelf shines with award-winning solutions. In 2023, we ranked first out of 11 recognized companies for receiving the most FundGrade A+ awards for our segregated funds.²

Forward-thinking solutions

Forward-thinking solutions

Our ever-evolving segregated fund offering means your clients have access to solutions designed to meet their financial needs through all market conditions.

A better way to do business

A better way to do business

With us, you’ll experience how fast it is to do business. Our digital application lets you open a new segregated fund policy for your clients in under 10 minutes.

We’re grateful for the opportunity to work together to meet your clients’ needs. Find out more how our segregated fund offering continues to be the right choice for you and your clients.

Learn more

¹ For a full list of 4 and 5 Morningstar rated funds, visit Positioned to win - Segregated Funds (canadalife.com).

²FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see http://www.fundgradeawards.com/. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month.

Canada Life segregated funds are available through a segregated funds policy issued by The Canada Life Assurance Company. A description of the key features of the segregated fund policy is contained in the information folder. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.

Canada Life and design are trademarks of The Canada Life Assurance Company.

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