In partnership with other organizations, Discovery Wealth Management has access to significant resources and the support of a large and well-capitalized organization.

Advisor Solutions

Planning Support

  • Tax Planning Consultants
  • Private Wealth Counselors
  • Securities Specialists
  • Pension Consultants
  • Mortgage Referral Programs
  • Corporate Benefit Consultants
  • Charitable Giving Programs
  • Actuarial & Estate Consultants

Economic & Investment Support

  • Chief Investment Officer
  • Weekly / Monthly Research Reports
  • Access to broad range of traditional, specialty and alternative investment mandates
Wealth & Insurance Solutions Enterprise (WISE) | Discovery Wealth Management

The Canada Life Assurance Company

Confidence

  • Founded in 1847, one of the world’s largest and strongest financial institutions
  • A global and diversified firm with over 10,000 employees in Canada

Financial and Other Facts

  • $116.8 Billion Retirement & Investment Holdings in Canada
  • Over 13 Million Canadian customer relationships
  • Paid out $9.7 Billion in benefits to Canadians in 2019
The Canada Life Assurance Company | Discovery Wealth Management