The impact of market ups and downs – Canada Life

The pain of losing money can be stronger than the joy of gaining. An advisor can help you feel confident in your financial plan. Learn more at www.canadalife.com.

 

Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

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”

How much life insurance do you need?

People often buy life insurance when they’re getting married, having a child, buying a home or starting a business...

Read more

Should you get life insurance if you’re single or young?

Getting married, having a child, buying a home or starting a business are all good reasons to get life insurance...

Read more

Saving for your child’s education

Saving for your child’s education. With the cost of post-secondary education continuing to rise, it’s important to start saving as soon as you can...

Read more

How to spot and prevent elder financial abuse

Elder financial abuse is a crime and is the most common type of abuse against older adults...

Read more

Supporting your parent’s legacy

If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...

Read more

Canada Life Sustainable Portfolios - how we build our responsible investing solution

Canada Life Sustainable Portfolios™ can help you invest for returns while reshaping the future...

Read more

Budget tips for holidays

Make your holidays precious, not expensive...

Read more

Nine answers to your questions about the Canada child benefit

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

Read more

Life happens. Help your employees prepare for when it does

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

Read more

Keeping kids busy on a budget

Entertaining your kids can be expensive, but the good news is it doesn’t have to be...

Read more