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Let’s make the most of your future!
To help support you and your family’s changing financial needs, we’re excited to share the convenient solutions and services available to you after July 1, 2022.
If you already have an account with Canada Life:
If you don’t have an account with Canada Life:
At these sessions you’ll have the opportunity to ask questions and learn more about the move.
Register now - Opens in a new windowLearn more about Target Dates funds.
Target Date fund brochure |Plan for your financial future using the tools and resources on Smart Path.
Smart Path - Opens in a new windowFind answers to commonly asked questions.
FAQ |CBBenefits website
Visit now - Opens in a new windowStarting in July, you can book a one-on-one meeting with a licensed health and wealth professional. They’re dedicated to delivering personalized support to help you maximize your plans with Canada Life. Whether you have questions about your plan or simply want advice on how to make the most of the resources available to you – your member guide can help.
Watch this short video about the experience.
Narrator: You’ve got goals for your financial, physical and mental wellness.
Description: An animated arrow swooshes across the screen to its target as the narrator’s words appear as on-screen text – grey words on a white background.
Narrator: But we know taking the first step can be difficult. That’s why we’re here.
Description: The animated arrow continues, swooshing across the screen once again before morphing into an animated walking person as the narrator’s words appear as on-screen text.
Narrator: We’ll connect with you one-on-one to help you get started, get comfortable and get working towards your goals.
Description: The screen switches to a video clip of a Canada Life member guide having a virtual call with a man, Alex, through her laptop. Alex is smiling and engaged in the conversation.
Narrator: Our team of member guides is made up of licensed health and wealth experts…
Description: The narrator’s words appear as on-screen text. This is timed with the narrator’s voiceover. This time white text pops against a bright red background.
Narrator: …With the knowledge and experience to help you make the most of your group plan.
Description: The screen switches to a video clip of Alex and his wife sitting on the sofa and working on his laptop while their two young children play in in front of them. The children (a boy and a girl, both under the age of 10) are playing with dinosaur toys.
Narrator: Once we’ve walked you through the basics…
Description: The narrator’s words appear as on-screen text – white words against a bright red background.
Narrator: …We’ll listen to learn more about your needs, lifestyle, aspirations and challenges…
Description: The screen switches to a white background. The animated arrow returns, swooshing across the screen before morphing into an animated clip board and check list. The narrator’s words appear as on-screen text and enter in alignment with her voiceover.
Narrator: Helping us determine a support strategy that’s right for you.
Description: The narrator’s words appear as on-screen text – white words against a bright red background.
Narrator: We’ll connect regularly to help you stay on track and ensure you get the continued support you need.
Description: The screen switches to a video clip of Alex speaking on a cellphone in his home office. It’s clear that this is another connection with a Canada Life member guide. Time has passed since his last interaction, however he remains interested and engaged in the conversation.
Narrator: Take the first step towards your future today.
Description: The next clip is of Alex back in his living room. He’s dancing with his two children, smiling and laughing as they step to the beat.
Narrator: Book an appointment with your Canada Life member guide online.
It’s simple. It’s easy. It’s real.
Description: A laptop appears with on a white background. The laptop showcases a scheduling tool members can use to book their appointment with a member guide online. The fields on the screen begin to be populated with Alex’s information (his name, the date of his next appointment, the member guide he selects).
Narrator: Real people. Real connections. Real solutions.
Description: The swooshing arrow returns in the form of a white line that morphs into the “life” portion of the Canada Life logo (which takes up the majority of the screen). Once “life” has been fully spelled out, the logo decreased is in size and settles at the bottom centre of the screen with the following legal lines: ©2020 The Canada Life Assurance Company, all rights reserved. Canada Life and design are trademarks of The Canada Life Assurance Company. The narrator’s words appear as on-screen text – grey words against a white background.
Get step-by-step instructions on how to register for your benefits and savings plans with My Canada Life at Work. Get started at www.mycanadalifeatwork.comOpens a new website in a new window - Opens in a new window .
Description: This video uses footage of a plan member and the My Canada Life at Work website to show how to register for your group benefits and savings plan.
Narrator: Registering for My Canada Life at Work takes just a few minutes.
Description: A man sits on a couch while typing on his laptop in the living room.
Narrator: Go to mycanadalifeatwork.com
Description: Cut to the “Sign in” page of the My Canada Life at Work website displayed on a laptop screen.
Narrator: And click “Register.”
Description: The camera zooms into the screen as a cursor enters the frame and selects the “Register” button.
Narrator: Then select “Both” to manage your benefits and savings plans.
Description: The “Register” page is shown and the “Select” button is clicked underneath the “Both” section.
Narrator: Enter your plan or policy number and member or certificate number for at least one of your plans. You should have received these numbers from your plan administrator. Now choose “Next.”
Description: Numbers are entered in the form fields. The “Next” button is clicked.
Narrator: Enter your first and last name as they appear in your enrolment package or on your statement.
Description: The “Account registration” page is shown. A progress bar with “Step 1 of 5” appears. The member’s first and last name are entered in the “Personal information” section.
Narrator: Next, you’ll add your personal email address and a password you’ll always use to sign in.
Description: Under “Sign in details,” the member’s email address and password are entered. They confirm their password then click “Register.”
Narrator: We’ll email you to make sure we got it right.
Description: Cut back to the man in his living room, browsing on his phone. A notification enters the frame with a mail icon that reads: “New message” and “Welcome to Canada Life.”
Narrator: After you confirm, you can sign in and complete your account setup.
Description: Cut to a confirmation page. The member signs in using their email address and password. They click “Sign in.”
Narrator: So we can verify your identity, enter a few more of your personal details, then click “Next.”
Description: The page returns to the account registration process. “Step 3 of 5” is displayed. The member scrolls down to the “Verify your identity” section and enters their birthdate, first name, last name and postal code. The “Next” button is clicked.
Narrator: Here you can let us know if we can use your social insurance number for our records.
Description: The progress bar advances to “Step 4 of 5.” The member clicks the check box to consent to using their social insurance number for tax reporting.
Narrator: You can also stay connected with us about ways to use your group plan and improve your financial, physical and mental well-being.
Description: The cursor clicks a second check box to agree to promotions and marketing materials from Canada Life. The “Next” button is clicked.
Narrator: Finally, to keep your account extra safe, you can use two-step verification.
Description: The progress bar advances to “Step 5 of 5.” The member is prompted to turn on two-step verification. A radio button beside “Yes” is clicked.
Narrator: If you do, we’ll send you a five-digit code every time you sign in or change your password.
Description: The camera zooms out to display the page on a laptop. A phone enters the frame with a new notification: “New message from Canada Life.”
Narrator: That’s it.
Description: The My Canada Life at Work dashboard appears on the laptop and phone.
Narrator: Now you’re ready to use My Canada Life at Work for your benefits and savings plans.
Description: Cut back to the man in his living room, smiling as he uses his phone to navigate the website.
Narrator: Go to mycanadalifeatwork.com to get started.
Description: Words “Go to mycanadalifeatwork.com to get started.” appear with the Canada Life logo and legal lines: Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com | Group Benefits: 1-800-957-9777 | Group Retirement Services: 1-800-724-3402
Description: This video uses footage of a plan member and the My Canada Life at Work website to show how to register for your group benefits and savings plan.
Narrator: Registering for My Canada Life at Work takes just a few minutes.
Description: A man sits on a couch while typing on his laptop in the living room.
Narrator: Go to mycanadalifeatwork.com
Description: Cut to the “Sign in” page of the My Canada Life at Work website displayed on a laptop screen.
Narrator: And click “Register.”
Description: The camera zooms into the screen as a cursor enters the frame and selects the “Register” button.
Narrator: Then select “Both” to manage your benefits and savings plans.
Description: The “Register” page is shown and the “Select” button is clicked underneath the “Both” section.
Narrator: Enter your plan or policy number and member or certificate number for at least one of your plans. You should have received these numbers from your plan administrator. Now choose “Next.”
Description: Numbers are entered in the form fields. The “Next” button is clicked.
Narrator: Enter your first and last name as they appear in your enrolment package or on your statement.
Description: The “Account registration” page is shown. A progress bar with “Step 1 of 5” appears. The member’s first and last name are entered in the “Personal information” section.
Narrator: Next, you’ll add your personal email address and a password you’ll always use to sign in.
Description: Under “Sign in details,” the member’s email address and password are entered. They confirm their password then click “Register.”
Narrator: We’ll email you to make sure we got it right.
Description: Cut back to the man in his living room, browsing on his phone. A notification enters the frame with a mail icon that reads: “New message” and “Welcome to Canada Life.”
Narrator: After you confirm, you can sign in and complete your account setup.
Description: Cut to a confirmation page. The member signs in using their email address and password. They click “Sign in.”
Narrator: So we can verify your identity, enter a few more of your personal details, then click “Next.”
Description: The page returns to the account registration process. “Step 3 of 5” is displayed. The member scrolls down to the “Verify your identity” section and enters their birthdate, first name, last name and postal code. The “Next” button is clicked.
Narrator: Here you can let us know if we can use your social insurance number for our records.
Description: The progress bar advances to “Step 4 of 5.” The member clicks the check box to consent to using their social insurance number for tax reporting.
Narrator: You can also stay connected with us about ways to use your group plan and improve your financial, physical and mental well-being.
Description: The cursor clicks a second check box to agree to promotions and marketing materials from Canada Life. The “Next” button is clicked.
Narrator: Finally, to keep your account extra safe, you can use two-step verification.
Description: The progress bar advances to “Step 5 of 5.” The member is prompted to turn on two-step verification. A radio button beside “Yes” is clicked.
Narrator: If you do, we’ll send you a five-digit code every time you sign in or change your password.
Description: The camera zooms out to display the page on a laptop. A phone enters the frame with a new notification: “New message from Canada Life.”
Narrator: That’s it.
Description: The My Canada Life at Work dashboard appears on the laptop and phone.
Narrator: Now you’re ready to use My Canada Life at Work for your benefits and savings plans.
Description: Cut back to the man in his living room, smiling as he uses his phone to navigate the website.
Narrator: Go to mycanadalifeatwork.com to get started.
Description: Words “Go to mycanadalifeatwork.com to get started.” appear with the Canada Life logo and legal lines: Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com | Group Benefits: 1-800-957-9777 | Group Retirement Services: 1-800-724-3402
Learn how you can easily manage your benefits and savings plans with My Canada Life at Work. Sign in today at www.mycanadalifeatwork.comOpens a new website in a new window - Opens in a new window
Description: This video uses footage of plan members and the My Canada Life at Work website to show how you can manage your benefits and savings plans.
Narrator: Managing your benefits and savings plans
Description: A young man stands in front a desktop computer in his home office.
Narrator: is easy with My Canada Life at Work.
Description: Cut to the My Canada Life at Work dashboard displayed on a desktop computer screen.
Narrator: Let’s take a look at your benefits.
Description: The camera zooms into the screen as a cursor enters the frame and selects the “Make a claim” button.
Narrator: You can submit a claim online in minutes
Description: The “Make a claim” page is shown. The plan member selects the claim type and a previous service provider.
Narrator: Just give us your claim details
Description: The member answers a list of “Yes” or “No” medical questions. They then enter the expense details: date and type of service, length of visit and amount charged.
Narrator: and take a picture of your receipt with your phone.
Description: Cut back to the man sitting at his desk, holding a receipt and taking a picture with his phone.
Narrator: Or attach a document.
Description: Cut to the “Make a claim” page. The “Add documents” button is clicked and the receipt image is uploaded. “Continue” is selected.
Narrator: Have your claim payments deposited directly into your bank account
Description: The claim summary appears with a “Claim successfully submitted” confirmation.
Narrator: And be notified when your claims have been processed.
Description: Cut to the man sitting at the kitchen table, eating a bowl of cereal while browsing on his phone. A notification enters the frame with a mail icon that reads: “New message” and “Canada Life notice of assessment.”
Narrator: You can also review your coverage and how much you have left.
Description: The "Coverage and balances" page is shown under the “Benefits” menu. The member selects “Health” then a coverage type. The used and remaining balances are displayed.
Narrator: Looking for a health care provider near you?
Description: Cut to a woman shaking hands with her dentist.
Narrator: You can do that here too.
Description: The screen splits in two. The dentist is shown speaking on the left. On the right, the "Find a provider" page is shown.
Narrator: Plus you can view, save and print your benefits cards.
Description: “Info centre” then “For benefits” are selected to show the member’s benefits card. The “Save as image” and “Print card” buttons are highlighted.
Narrator: Now let’s look at your savings.
Description: A middle aged couple review their financial plan on a laptop in their kitchen.
Narrator: Start with your total balance, including contributions, withdrawals, and growth.
Description: The “Savings overview” section of the My Canada Life at Work dashboard is shown. The “Summary” is highlighted as the total balance and contributions count in.
Narrator: Set a retirement goal
Description: The camera pans to the “Retirement goals” section. “Set my goal” is clicked.
Narrator: and check if you’re on track to getting there.
Description: The “Retirement plan calculator” opens. Each step is completed to reach the estimated result.
Narrator: When your life or goals change,
Description: Cut to life events: a new mother holds her baby in a hospital room, a couple exchange rings during a wedding ceremony and a middle-aged man carries a moving box into his new home.
Narrator: you can update your plan,
Description: The man sits at a table, typing on his laptop.
Narrator: including your contributions and investments.
Description: The “Contributions” page is shown. “Edit amount” is clicked and a contribution amount is entered. The member selects “Save.”
Narrator: And remember to make the most of your plan by checking back often for information and personalized offers.
Description: The “Resources” menu is highlighted then “Options for you” is clicked. The “Options for you” page is shown with three offers.
Narrator: With My Canada Life at Work, you can get what you need anywhere, at home or on the go.
Description: The camera zooms out to display the My Canada Life at Work dashboard on a desktop computer and phone.
Narrator: Go to mycanadalifeatwork.com to sign in today.
Description: Words “Go to mycanadalifeatwork.com to sign in today.” appear with Canada Life logo and legal lines: Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com | Group Benefits: 1-800-957-9777 | Group Retirement Services: 1-800-724-3402
Description: This video uses footage of plan members and the My Canada Life at Work website to show how you can manage your benefits and savings plans.
Narrator: Managing your benefits and savings plans
Description: A young man stands in front a desktop computer in his home office.
Narrator: is easy with My Canada Life at Work.
Description: Cut to the My Canada Life at Work dashboard displayed on a desktop computer screen.
Narrator: Let’s take a look at your benefits.
Description: The camera zooms into the screen as a cursor enters the frame and selects the “Make a claim” button.
Narrator: You can submit a claim online in minutes
Description: The “Make a claim” page is shown. The plan member selects the claim type and a previous service provider.
Narrator: Just give us your claim details
Description: The member answers a list of “Yes” or “No” medical questions. They then enter the expense details: date and type of service, length of visit and amount charged.
Narrator: and take a picture of your receipt with your phone.
Description: Cut back to the man sitting at his desk, holding a receipt and taking a picture with his phone.
Narrator: Or attach a document.
Description: Cut to the “Make a claim” page. The “Add documents” button is clicked and the receipt image is uploaded. “Continue” is selected.
Narrator: Have your claim payments deposited directly into your bank account
Description: The claim summary appears with a “Claim successfully submitted” confirmation.
Narrator: And be notified when your claims have been processed.
Description: Cut to the man sitting at the kitchen table, eating a bowl of cereal while browsing on his phone. A notification enters the frame with a mail icon that reads: “New message” and “Canada Life notice of assessment.”
Narrator: You can also review your coverage and how much you have left.
Description: The "Coverage and balances" page is shown under the “Benefits” menu. The member selects “Health” then a coverage type. The used and remaining balances are displayed.
Narrator: Looking for a health care provider near you?
Description: Cut to a woman shaking hands with her dentist.
Narrator: You can do that here too.
Description: The screen splits in two. The dentist is shown speaking on the left. On the right, the "Find a provider" page is shown.
Narrator: Plus you can view, save and print your benefits cards.
Description: “Info centre” then “For benefits” are selected to show the member’s benefits card. The “Save as image” and “Print card” buttons are highlighted.
Narrator: Now let’s look at your savings.
Description: A middle aged couple review their financial plan on a laptop in their kitchen.
Narrator: Start with your total balance, including contributions, withdrawals, and growth.
Description: The “Savings overview” section of the My Canada Life at Work dashboard is shown. The “Summary” is highlighted as the total balance and contributions count in.
Narrator: Set a retirement goal
Description: The camera pans to the “Retirement goals” section. “Set my goal” is clicked.
Narrator: and check if you’re on track to getting there.
Description: The “Retirement plan calculator” opens. Each step is completed to reach the estimated result.
Narrator: When your life or goals change,
Description: Cut to life events: a new mother holds her baby in a hospital room, a couple exchange rings during a wedding ceremony and a middle-aged man carries a moving box into his new home.
Narrator: you can update your plan,
Description: The man sits at a table, typing on his laptop.
Narrator: including your contributions and investments.
Description: The “Contributions” page is shown. “Edit amount” is clicked and a contribution amount is entered. The member selects “Save.”
Narrator: And remember to make the most of your plan by checking back often for information and personalized offers.
Description: The “Resources” menu is highlighted then “Options for you” is clicked. The “Options for you” page is shown with three offers.
Narrator: With My Canada Life at Work, you can get what you need anywhere, at home or on the go.
Description: The camera zooms out to display the My Canada Life at Work dashboard on a desktop computer and phone.
Narrator: Go to mycanadalifeatwork.com to sign in today.
Description: Words “Go to mycanadalifeatwork.com to sign in today.” appear with Canada Life logo and legal lines: Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com | Group Benefits: 1-800-957-9777 | Group Retirement Services: 1-800-724-3402
Learn how these funds help you easily invest for retirement and adjust automatically as you age.
Narrator: We’ve made it simple to start investing for your retirement.
Description: Monique is sitting on the couch in her living room with family, using her tablet.
Narrator: With our target date funds, all you need to do is decide when you want to retire, then select the fund closest to that year.
Description: Cut to view of the tablet. She swipes up to reveal a calendar. The calendar cycles through each year and lands on 2048.
Narrator: Let’s say you want to retire in 2048. You’d choose our 2050 target date fund.
Description: Cut to a pie chart of 2050 target date fund.
Narrator: Over the next few decades, the fund will gradually change from higher-risk to lower-risk investments.
Description: The pie chart moves to accommodate changes in risk type.
Narrator: For example, while you're still in your 30s, the fund uses higher-risk investments to help maximize growth.
Description: Cut to two line graphs, one for risk, the other for return. Age is shown from 30 to 65.
Narrator: As you get closer to your retirement, the fund uses more lower-risk investments to help protect your savings if the market falls.
Description: Both graphs start high then lower as age increases.
Narrator: A target date fund is a simple, hands-free approach to retirement savings.
Description: The frame zooms out to view Monique’s tablet and hands. Her hand swipes to reveal the My Canada Life at Work “Plans” screen with an RPP fund.
Narrator: You’ll get a mix of different investments and professional management, in one fund.
Description: She scrolls down to reveal asset mixes.
Narrator: It's practically effortless. Just choose one and relax.
Description: Return to Monique in her living room with family. She looks up from her tablet and smiles. Text “Go to mycanadalifeatwork.com to sign in today.” appears with Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com 1-800-724-3402.
Narrator: We’ve made it simple to start investing for your retirement.
Description: Monique is sitting on the couch in her living room with family, using her tablet.
Narrator: With our target date funds, all you need to do is decide when you want to retire, then select the fund closest to that year.
Description: Cut to view of the tablet. She swipes up to reveal a calendar. The calendar cycles through each year and lands on 2048.
Narrator: Let’s say you want to retire in 2048. You’d choose our 2050 target date fund.
Description: Cut to a pie chart of 2050 target date fund.
Narrator: Over the next few decades, the fund will gradually change from higher-risk to lower-risk investments.
Description: The pie chart moves to accommodate changes in risk type.
Narrator: For example, while you're still in your 30s, the fund uses higher-risk investments to help maximize growth.
Description: Cut to two line graphs, one for risk, the other for return. Age is shown from 30 to 65.
Narrator: As you get closer to your retirement, the fund uses more lower-risk investments to help protect your savings if the market falls.
Description: Both graphs start high then lower as age increases.
Narrator: A target date fund is a simple, hands-free approach to retirement savings.
Description: The frame zooms out to view Monique’s tablet and hands. Her hand swipes to reveal the My Canada Life at Work “Plans” screen with an RPP fund.
Narrator: You’ll get a mix of different investments and professional management, in one fund.
Description: She scrolls down to reveal asset mixes.
Narrator: It's practically effortless. Just choose one and relax.
Description: Return to Monique in her living room with family. She looks up from her tablet and smiles. Text “Go to mycanadalifeatwork.com to sign in today.” appears with Canada Life and design and My Canada Life at Work are trademarks of The Canada Life Assurance Company. mycanadalifeatwork.com 1-800-724-3402.
Getting started
- Opens in a new windowWhat does your financial future look like? Keep a destination in mind and a realistic set of goals. Start here if you’ve recently started investing or just joined a plan.
Read more
Getting serious
- Opens in a new windowWhen you’ve been investing or in a plan for a while, arm yourself with knowledge and prepare for the future.
Read more
Getting close
- Opens in a new windowWhen you’re getting ready to retire, you may have questions about where you’ll get your retirement income.
Read more
Workplace Strategies for Mental Health resources are offered by Canada Life for all Canadian employers, people leaders, facilitators of workplace psychological health and safety, and employees. All tools and resources are evidence or practice-based and available to you at no cost.
