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Model portfolio services
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Products & investments

Products & investments

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Products
Pension Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
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Investments
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Sustainable investing

Sustainable investing

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Sustainable investing Overview
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Helping clients with their financial wellness
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Technical resources

Technical resources

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Technical matters
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Products & investments

We have a variety of tax wrappers, trusts and other product options – including an ISA, Pension, Investment Account, flexible cash management options and a collection of multi-asset trusts. We also have a comprehensive range of over 5,000 investment options – including a wide selection of mutual funds, exchange-traded products, investments trusts and company shares.

Products

Pension

Whatever your clients’ retirement dreams may be, our Pension takes the effort out of planning for their autumn years.

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ISA

Investing for growth, income or a combination of the two, our ISA options can help meet your clients' saving objectives.

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Investment Accounts

For investors who require the option of investing outside of a pension and an ISA.

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Pension Trustee, Company and Trust Accounts

Most of our services for private client accounts are available for these types of business.

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Cash Management Account

The Cash Management Account (CMA) allows your clients to hold cash outside of product wrappers and allows you to manage fees and withdrawals for your clients' ISA and Investment Accounts.

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Utmost Wealth Solutions − offshore bond products

You can choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the following Utmost Wealth Solutions offshore bond products.

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Canada Life – International Investment Bonds

You can choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the Canada Life range of International Investment Bonds.

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