Client logins

  Quadrus Investor Login

Access your investment information.

  My Canada Life at Work

Your health and dental benefits, claims and more.

  Canada Life GRS

Your account and balance, retirement and savings plans, settings and more.

  My account (segregated funds)

Segregated funds polices, income annuities and lifetime income benefit.

  VIPNet

Your Canada Life Generations policy, group retirement, savings and more.

  Creditor portal

Your creditor insurance account and claim history.

  Constellation Managed Portfolios

Your investments and tracking goal progress.

  Manulife GRS

 

 


 

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?

  Budget planning calculator

A major health event can be financially devastating, but you can plan to be prepared.

  Know your risk calculator

Have you considered purchasing life, critical illness, or disability insurances? It may feel uncomfortable but it’s important to consider.

  Needs analysis calculator

 

Mortgage:

Want to estimate the maximum home purchase price best suited to your individual financial situation? How about figuring out your mortgage payments? These tools can help

  Mortgage affordability calculator

  Mortgage payment 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

Take the 12 Square Challenge

This little test is strictly confidential and should only take you 5-10 minutes.

The goal is to help you identify which areas of your current situation you might want to review and improve.

Take a Challenge