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The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Discover the new Canada Life

The Great-West Life Assurance Company, London Life Insurance Company and The Canada Life Assurance Company have become one company – The Canada Life Assurance Company. Discover the new Canada Life

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Freedom 55 Financial is a division of The Canada Life Assurance Company and the information you requested can be found here.

Canada Life Risk-Managed Portfolios help reduce the amount of time and worry spent on your investments. Our experts build diversified portfolios that balance insulation from risk with achieving growth and providing income. These portfolios incorporate traditional securities like equities and bonds, with non-traditional approaches, like alternative assets and options to reduce risk.

EN: [Music plays]

Description: A young woman, Hana, sits on a couch. She casually browses on her mobile phone.

Narrator: You’ve been saving for your future.

Description: She smiles as the camera slowly zooms in. Circles with icons representing retirement, education, and real estate appear above her head.

Narrator: It’s important for your investments to continue to provide long-term, stable growth to help you achieve your goals.

Description: She glances toward each one, smiling.

Narrator: But you’re uncomfortable taking on risk with all the market uncertainty.

Description: The circles pop suddenly as Hana reacts with a surprised flinch. She hunches over her phone, her face looking more concerned.

Narrator: And watching the markets takes a lot of time and energy.

Description: The room goes dark as time passes quickly. Daylight returns as Hana remains on the couch, still looking concerned at her phone.

Narrator: On top of that, you’re unsure which investments to choose.

Description: Hana, overwhelmed, pushes her hand through her hair and rests her head on her palm.

Narrator: That’s why Canada Life offers three Risk-Managed Portfolios.

Description: Camera pans as the text “Canada Life Risk-managed portfolios” appears.

Narrator: They’re all-in-one investment solutions that help you navigate uncertainty.

Description: Three portfolios appear in folders on a desk. Each portfolio has a pie graph to show its asset mix. They are labeled “Conservative income,” “Balanced” and “Growth.”

Narrator: Your advisor can help you find one that matches your unique comfort with risk, life stage and need for growth and income.

Description: Cut to an advisor sitting at her desk with the three portfolios in front of her. As she lifts the center portfolio, the screen splits and a bulleted list appears on the left. The bullets read “Comfort with risk,’’ “Life stage” and “Need for growth and income.”

Narrator: An award-winning team of knowledgeable, experienced professionals take care of day-to-day investment diversification

Description: The camera pans up as investment graphics fill the frame. Two investment managers’ hands move in and three investments are chosen to build an asset mix.

Narrator: and monitor and adjust the portfolio as the markets change.

Description: The managers’ hands adjust the risk level of each asset. As they adjust, pie graphs behind each graphic grow and shrink in response.

Narrator: At the same time, sophisticated, modern strategies help achieve growth and reduce risk,

Description: The assets combine to create a portfolio represented by a pie graph.

Narrator: keeping you in the markets, even when they’re volatile.

Description: The portfolio moves to the right. A bar graph animates onto the left of the screen and shows a steady, smooth growth over time.

Narrator: This means a smoother investment experience that will help you reach your goals.

Description: A line graph showing market volatility draws onscreen. A band appears along the graph to disregard extreme highs and lows. A label on the right appears: “Returns stay within this band.”

Narrator: With Canada Life Risk-Managed Portfolios,

Description: The camera zooms out as the cover of a portfolio folder closes. The advisor picks up the portfolio folder, leans over her desk and drops it.

Narrator: investing doesn’t have to be complicated or unpredictable.

Description: The camera follows the folder as it falls from the advisor to Hana as she catches it. She looks at it and smiles.

Narrator: To learn more, contact your advisor.

Description: Text “To learn more, contact your advisor” appears.

Narrator: Don't have an advisor? Visit canadalife.com

Description: Text “Don't have an advisor? 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 1-888-252-1847

Our Risk-Managed Portfolios bring together a powerful mix of investment styles, strategies and asset classes that can balance income and long-term growth while reducing volatility.

Risk-Managed Portfolios provide a cushion to mitigate potential losses and consistently stay within expected return ranges for a smoother investment experience – even when markets aren’t so smooth.

There are three Canada Life Risk-Managed Portfolios to meet your needs:

Asset type Target asset mix 1 Target asset mix range

Fixed income

63%

55-100%

Equities

37%

0-45%

Alternatives

0%

0-10%

 Asset mix as of April 30, 2023
Asset type Target asset mix 2 Target asset mix range

Fixed income

43%

35-65%

Equities

57%

35-65%

Alternatives

0%

0-10%

 Asset mix as of April 30, 2023
Asset type Target asset mix 3 Target asset mix range

Fixed income

18%

5-45%

Equities

82%

55-95%

Alternatives

0%

0-10%

 Asset mix as of April 30, 2023

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