[Music]

Description: This video showcases leaders across Canada Life and Beutel Goodman as they introduce and explain Canada Life Visio Portfolios. Each leader appears in an office setting.

Text : Krishni Attapattu, Director, Product Management Canada Life

Krishni: We're on an exciting mission to bring you investment solutions that are competitive, relevant and positioned to win in this ever-changing market. And now we're taking another important step on that journey as we introduce the Canada Life Visio Portfolios to our segregated fund shelf.

Text : Canada Life Visio Portfolios, Simply sophisticated

Krishni: These all-in-one solutions, they harness the power of IPC Private Wealth Visio Pools, which have been built on three pillars of strength. The first is a concentrated equity strategy managed by Beutel Goodman. Now this consists of some of the best investment ideas from across North America. Second is a strategically designed bond ladder managed by Mackenzie Investments. Now this component it helps to boost income, but it also provides added flexibility and stability to the portfolio. And lastly is broad asset allocation and global diversification, which is achieved through a unique combination of passive low-cost ETFs.

Text: Skillfully crafted. Carefully curated.
Description: A pie chart is shown, divided into three parts: Beutel Goodman (20-30 stocks: Canada and U.S.), Mackenzie Investments (10-15 investment grade bonds: Canada and U.S.) and 3 ETFs (International equities, High-yield fixed income and Emerging markets fixed income).
Disclaimer: The target asset mix illustrated is for the Canada Life Visio Portfolio Funds. These segregated funds invest into the IPC Private Wealth Visio Pools. Firms listed are sub-advisor or manager of the underlying funds. For more details, refer to the simplified prospectus or fund facts.

Krishni: The IPC Private Wealth Visio Pools are highly sought after for their track record of steady performance, robust volatility management and best-in-class investment capabilities. And we're excited to add them to our Canada Life segregated fund offering so that you can benefit from leading investment solutions for your clients.

Text: Sam Febbraro, SVP, Wealth Solutions, Canada Life

Sam: Since 2021 Beutel Goodman has delivered IPC investors steady performance, robust volatility management and best-in-class investment capabilities, making the Visio Pools a popular choice. The new Canada Life Visio Portfolios offer these same unique benefits, including high conviction portfolio managers, best ideas, and broad sector exposure.

Text: Dominic Plante, VP, Client Service & Business Development, Beutel Goodman

Dominic: At Beutel Goodman our investment philosophy is centered around selecting high quality companies, generating substantial free-cash flow, and we want to make sure we don't overpay for those businesses. Quality and valuations are both important components of our process. This approach provides significant long term capital growth potential while focusing on risk mitigation and capital preservation.

Krishni: Canada Life Visio Portfolios offer a multi-manager approach, which is then overseen by our very own Canada Life Investment Management. There are three unique options to select from. An Income Portfolio, a Balanced Portfolio, and a Growth Portfolio. All three of these, they combine actively managed funds with passive ETFs to give you the simplicity of a globally diversified single ticket portfolio combined with the benefits of a Canada Life segregated fund policy.

Text: Choose the right Visio Portfolio for your needs
Description: The asset mixes and features of the three portfolios are shown: Visio Income Portfolio (56.5% Fixed income, 40% Equity and 3.5% Alternatives): For low-risk investors, regular income, capital preservation and modest growth, Visio Balanced Portfolio (40% Fixed income and 60% Equity): For low-moderate risk investors, balances income and growth and long-term capital appreciation, and Visio Growth Portfolio (20% Fixed income and 80% Equity): For low-moderate risk investors and significant capital growth.
Disclaimer: The asset allocation weights depicted above represent the neutral allocations for the fund and may differ from the current allocation. The neutral allocation may comprise a combination of investments in equities, fixed income securities, securities that are designed to track a market index or other securities. The portfolio manager of the fund, has the discretion to change the allocation without prior notice.

Krishni: Join us in leveraging the power of our partnership with IPC as we continue to bring you best-in-class investment solutions, supported by our global roster of investment experts. For more information, please contact your wholesaling team today.

Description: The Canada Life logo appears.
Disclaimer: Each Visio Pool mutual fund is overseen by Portfolio Solutions Group (a division of Canada Life Investment Management Ltd.) who determine the asset allocation of each fund including the target weight exposure to each of the underlying funds managed by Beutel Goodman, Mackenzie Investments and allocation to ETFs. They continuously rebalance the target weights to ensure that each component is not over- or under-exposed within each fund. Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190