London Life says it will soon be announcing the launch of a new goals-based investing tool. The tool will allow both clients and advisors to have access to relatable real-time reporting online so clients can stay on-track with their financial goals.
“We are excited to be able to offer this unique goals-based tool to both our clients and advisors,” said Sam Sivarajan, senior vice-president, wealth solutions, Great-West Life, London Life and Canada Life. “Goals-based investing allows the advisor to speak the clients’ language. It makes it easier for clients to see the big picture in order to maintain their long-term focus and it allows them to make the connection between their investments and their goals.”
New mutual fund family
London Life has also filed a prospectus with the Canadian securities regulators for the forthcoming launch of London Life Pathways, a new mutual fund family which will be offered exclusively through Quadrus Investment Services Ltd. Funds in the family will include a money market fund, two Canadian equity funds, three different bond funds, two US. equity funds, two international funds, two emerging markets funds and a global tactical fund.