Why partner with Canada Life?

Today, 1 in 3 Canadians trust Canada Life with their financial, physical and mental well-being. They are committed to helping advisors and the clients they serve, working with over 12 million Canadians every day. Canada Life has a strong history, dating back 175 years.

Canada Life shares our long-term vision and values. They’re committed to maintaining the aspects of our business that makes us unique, while providing us with resources to serve more Canadians.


Why did Canada Life choose Value Partners?

Value Partners network of elite advisors and award winning fund lineup will strengthen Canada Life's position as one of the largest and most respected wealth management firms in Canada. Additionally, Canada Life recognizes the success that Value Partners has had serving high-net-worth clients through its discretionary portfolio management division, Value Partners Investment Counsel, which has been one of the fastest growing private investment counsel firms in Canada for the past 5 years. Providing Canada Life clients with access to the private investment counsel platform is a massive opportunity to grow our business and serve clients more effectively.


What's included in the acquisition?

The agreement is for Canada Life to purchase 100% of the shares of Value Partners Group Inc., including the following businesses: Value Partners Investments, Value Partners Investment Counsel, LP Financial Planning Services, and LP Insurance & Estate Planning Services


What will change?

There are no planned changes to our business model. Value Partners will continue to operate independently, with its existing management team and employees. Canada Life remains committed to maintaining Value Partners unique value proposition and providing us with the necessary resources to support growth. Over time, advisors and clients will have access to a broader product suite, and other additional resources to help us make an impact in the lives of our clients.


What does this mean for Advisors and Clients?

Advisors will continue to work with their clients as usual. Clients will be able to work with the same advisor they know and trust, and receive the objective advice they have learned to count on. Although there will be no immediate change for our advisors and clients, over time they will get access to significant benefits. Partnering with Canada Life will provide them with access to a broader suite and enhanced offerings, more resources and capital to operate and grow their businesses, as well as access to a strong network of experts who will work with them and support their growth as they continue to provide value-driven advice to clients.


How does this align with our long-term growth strategy?

Canada Life shares our long-term vision and values. They’re committed to maintaining the aspects of our business that makes us unique, while providing us with resources to serve more Canadians. We’ll maintain our strong culture and support model by continuing to operate with our existing people and leadership team in place, but with the added backing of a strong, recognizable brand with 175 years of history and the financial capabilities to support continued scalability and growth.