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Investment rates, values and fund performance

Reach out to your Canada Life wealth sales team.

Recent Canada Life wealth news

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As part of the 2024 budget, the federal government announced changes to the capital gains inclusion rate, with different rates for the period up to and including June 24, 2024, and the period on or after June 25, 2024.

Insights from our sub-advisors on the impacts of tariffs globally.

Canada Life mutual funds tax slips and the consolidated contribution receipt will be digitally available for both you and your clients.

We cannot guarantee an annualized return of 4% or higher (as the return of the fund fluctuates daily, dependent on the return of the underlying portfolio), but it’s our intention to achieve the 4% target rate by waiving part of the management fee of each series by an amount that would achieve at least the 4% target rate at the time the waiver is established. We will not waive more than the full amount of fees that we collect. Minimum 4% return is net of fees.