Client logins
Access your investment information.
Your health and dental benefits, claims and more.
Your account and balance, retirement and savings plans, settings and more.
Segregated funds polices, income annuities and lifetime income benefit.
Your Canada Life Generations policy, group retirement, savings and more.
Your creditor insurance account and claim history.
Constellation Managed Portfolios
Your investments and tracking goal progress.
Financial Calculators
Use these interactive tools to see a snapshot of what your financial plan can mean to you.
Financial planning:
Want to purchase life insurance or investments and see what fits your budget?
A major health event can be financially devastating, but you can plan to be prepared.
Have you considered purchasing life, critical illness, or disability insurance? It may feel uncomfortable but it’s important to consider.
Mortgage:
Want to estimate the maximum home purchase price best suited to your financial situation? How about figuring out your mortgage payments? These tools can help
Mortgage affordability calculator
If you need help connecting all the dots on your financial plan, I can help you get started.
Other Resources
Canada Life Tax and Estate Planning Concept Sheets
Investment Profile Questionnaire
Disclosure Agreement