Description: This animated video introduces three sets of characters to illustrate how Managed solutions can help Canadians reach their unique financial goals.

Narrator: Many Canadians have a love-hate relationship with investing.

Description: Happy and sad faces appear in frame, separated by a line. They push on the line, trying to take over the frame.

Narrator: They love saving for important goals and the feeling of accomplishment they get.

Description: A goal of a “New home” is revealed, represented by a house graphic. The camera pans to reveal a graph of investment growth over time. A line progresses on the graph to meet the goal.

Narrator: But they hate having to choose suitable investments for their situation.

Description: Camera zooms out to show buttons beside the graph labelled “Mutual funds,” “Segregated funds,” “Stocks,” “Bonds” and “ETFs.”

Narrator: To make things harder, today’s markets seem to change constantly.

Description: Camera zooms into the graph. Three events that could cause market fluctuations appear before the “New home” goal. The first dip is labelled “Pandemic” and the second “Climate change.” The third label shows the market rising with “Politics.”

Narrator: This can affect their confidence with investing.

Description: Camera zooms out to show two more projected goals, “Education” and “Retirement” in the future. A dotted line continues to meet these goals, showing drastic market fluctuation.

Narrator: Managed solutions from Canada Life can help.

Description: Text “Managed solutions” appears onscreen with three squares below. Text appears in each square: “Target risk asset allocation funds,” “Risk-managed portfolios,” and “Constellation managed portfolios.”

Narrator: They make investing simple

Description: The three goals “New home,” “Education” and “Retirement” reappear, represented by graphics. An outline of a circle appears around each goal to show the amount of money contributed. Coins fall into each goal and the circles fill in.

Narrator: and help you track your progress to achieving your goals.

Description: Cut back to graph of investment growth over time, all three goals are on target with smoother market fluctuations.

Narrator: With managed solutions, professional investment managers make sure your investments are diversified and as the markets change, they’ll realign them.

Description: Cut to three pie graphs with investment graphics, each display a meter underneath to indicate a “Lower” or “Higher” amount of risk. Two investment manager hands move into frame to set each fund’s risk level.

Narrator: Saving for a down payment or retirement?

Description: The frame splits in two. On the left, a single father with his adolescent daughter is shown standing outside a new home with a sold sign on the lawn. On the right, the same father is shown later with his young adult daughter holding a “Happy retirement” sign.

Narrator: Target Risk Asset Allocation Funds

Description: Cut to text “Target risk asset allocation funds” onscreen with five pie charts representing portfolios underneath. They are labelled: “Conservative,” “Moderate,” “Balanced,” “Advanced” and “Aggressive.”

Narrator: are matched to your comfort with investment risk.

Description: The single father’s hand moves into frame, choosing the “Advanced” portfolio. The camera zooms in to show the pie chart with two meters displayed, indicating a “Higher” amount of risk and “Higher” return.

Narrator: Or maybe you’ve been saving for a while or you’re retiring soon, and market swings make you uneasy.

Description: A middle-aged couple is shown hiking up a mountain. The husband starts to feel a bit queasy and his wife steadies him.

Narrator: Canada Life Risk-Managed Portfolios balance risk, income and growth to help you get consistent long-term returns.

Description: Cut to a line graph with text “Risk-managed portfolios” above. The line represents drastic stock market fluctuations. A band appears to disregard extreme market gains and losses, text appears beside: “Returns stay within this band.”

Narrator: Or what if you’re saving for multiple goals, like your child’s education,

Description: Cut to a middle-aged father standing with his son. The son stands in a graduation outfit. They pose for a video camera recording.

Narrator: family vacations

Description: Time moves backward. The father is downhill skiing with his now adolescent son and wife.

Narrator: and retirement.

Description: Time moves forward. The son is now a young adult. He stands, telling a story in-between his retired parents. They laugh as they relax in armchairs in their living room.

Narrator: Constellation Managed Portfolios can help you consolidate multiple investment accounts

Description: Cut to text "Constellation managed portfolios" with three cards displayed below. The cards are labelled “New home,” “Kid’s education” and “Retirement” with corresponding graphics to represent goals.

Description: Cut to text Constellation managed portfolios » three cards with graphics labelled “New home,” “Kid’s education” and “Retirement” to represent goals. Text “Risk-managed portfolios” above

Narrator: and align them to your goals,

Description: Goals expand to reveal line graphs of growth for target dates, “New home” is set to “1 year,” “Kid’s education” “15 years” and “Retirement” “30 years.” Each goal is labelled “On target.”

Narrator: so you and your advisor know how close you are to reaching them.

Description: Cut to the father in a circle with his phone held to his ear. A second circle appears, revealing an advisor coaching him on the other end of the call.

Narrator: Focus on your goals, not on the markets.

Description: Cut back to the father, his wife and son laughing at the bottom of the ski hill.

Narrator: Talk to an advisor today to find out which managed solution is right for you.

Description: Text “Talk to an advisor today to find out which managed solution is right for you” appears onscreen.

Narrator: Or want to learn more about managed solutions? Visit canadalife.com

Description: Text “Want to learn more about managed solutions? Visit canadalife.com” appears with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-800-678-8026