Resources to help you transition to your new group plan with Canada Life.
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.
Group savings insights
Getting started
What 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.
Getting serious
When you’ve been investing or in a plan for a while, arm yourself with knowledge and prepare for the future.
Getting close
When you’re getting ready to retire, you may have questions about where you’ll get your retirement income.
Setting up automatic contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Narrator: Saving for something?
Description: Camera zooms out to reveal a single-storey house with a “For sale” sign.
Narrator: Well, to reach your goal sooner,
Description: A calendar enters the frame.
Narrator: Simply set up an automatic contribution,
Description: Money is invested on the 3rd and 17th day of each month.
Narrator: Choose your amount and how often you want to save it.
Description: The same amount is the next month.
Narrator: Your money flows easily into your savings,
Description: The pattern repeats every month.
Narrator: Is invested right away
Description: Return to the house.
Narrator: And with compounding, could grow more and more.
Description: A “Sold” sticker covers the “For sale” sign.
Narrator: So don’t put it off.
Description: A second storey, garage and landscaping are added.
Narrator: Because who wants to play catch up?
Description: A car drives into the garage.
Narrator: Save early, save often.
Description: The frame splits in half – with the house on the left side and “Save early, save often” appears on the right.
Narrator: Learn more at canadalife.com
Description: Frame fades to reveal “Learn more at canadalife.com” with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company.
Narrator: Saving for something?
Description: Camera zooms out to reveal a single-storey house with a “For sale” sign.
Narrator: Well, to reach your goal sooner,
Description: A calendar enters the frame.
Narrator: Simply set up an automatic contribution,
Description: Money is invested on the 3rd and 17th day of each month.
Narrator: Choose your amount and how often you want to save it.
Description: The same amount is the next month.
Narrator: Your money flows easily into your savings,
Description: The pattern repeats every month.
Narrator: Is invested right away
Description: Return to the house.
Narrator: And with compounding, could grow more and more.
Description: A “Sold” sticker covers the “For sale” sign.
Narrator: So don’t put it off.
Description: A second storey, garage and landscaping are added.
Narrator: Because who wants to play catch up?
Description: A car drives into the garage.
Narrator: Save early, save often.
Description: The frame splits in half – with the house on the left side and “Save early, save often” appears on the right.
Narrator: Learn more at canadalife.com
Description: Frame fades to reveal “Learn more at canadalife.com” with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company.
Learn how a group RSP is different than an individual RSP.
Narrator: Joining your group retirement and savings plan is an easy way to save.
Description: Jean relaxes in an armchair. Her piggy bank runs in from behind the chair and leans on her ankles.
Narrator: Your group retirement savings plan (RSP)
Description: Cut to Jean’s hand holding a coin. The coin is dropped into the piggy bank.
Narrator: can help you pay less income tax today because your contributions are tax deferred.
Description: The piggy runs out of frame and a paper with a percentage sign falls behind. A portion of the paper is cut with a scissors.
Narrator: That means you won’t pay tax on contributions
Description: The paper falls back into the piggy bank, followed by more coins. A clock moves into frame and time passes.
Narrator: until you take them out later in life when your income and tax rate will likely be much lower.
Description: Cut to line graph showing age from 20 to 90. Income rises until retirement at 65, then decreases afterwards.
Narrator: You’ll also usually pay lower investment management fees (services needed to manage the fund) than an individual plan.
Description: Cut to down arrow beside price tag with percentage sign. They separate to show one person.
Narrator: because they’re shared among a large group, instead of paying them on your own.
Description: One person is compared to a group with a bar graph. The individual has higher fees.
Narrator: Both of these benefits – tax deferral and lower fees,
Description: Cut to paper with percentage beside a price tag with percentage.
Narrator: help you make the most of your group retirement and savings plan.
Description: Return to Jean in armchair with piggy bank. She pets the bank as its tail wags.
Narrator: Get started today at GRS Access.
Description: Text “Sign into GRS Access at canadalife.com” appears with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company.
Narrator: Joining your group retirement and savings plan is an easy way to save.
Description: Jean relaxes in an armchair. Her piggy bank runs in from behind the chair and leans on her ankles.
Narrator: Your group retirement savings plan (RSP)
Description: Cut to Jean’s hand holding a coin. The coin is dropped into the piggy bank.
Narrator: can help you pay less income tax today because your contributions are tax deferred.
Description: The piggy runs out of frame and a paper with a percentage sign falls behind. A portion of the paper is cut with a scissors.
Narrator: That means you won’t pay tax on contributions
Description: The paper falls back into the piggy bank, followed by more coins. A clock moves into frame and time passes.
Narrator: until you take them out later in life when your income and tax rate will likely be much lower.
Description: Cut to line graph showing age from 20 to 90. Income rises until retirement at 65, then decreases afterwards.
Narrator: You’ll also usually pay lower investment management fees (services needed to manage the fund) than an individual plan.
Description: Cut to down arrow beside price tag with percentage sign. They separate to show one person.
Narrator: because they’re shared among a large group, instead of paying them on your own.
Description: One person is compared to a group with a bar graph. The individual has higher fees.
Narrator: Both of these benefits – tax deferral and lower fees,
Description: Cut to paper with percentage beside a price tag with percentage.
Narrator: help you make the most of your group retirement and savings plan.
Description: Return to Jean in armchair with piggy bank. She pets the bank as its tail wags.
Narrator: Get started today at GRS Access.
Description: Text “Sign into GRS Access at canadalife.com” appears with Canada Life logo and legal line: Canada Life and design are trademarks of The Canada Life Assurance Company.