TORONTO – Canada Life, a leading insurance and benefits provider with a rich history dating back to 1847, has partnered with CapIntel, a B2B fintech company, to enhance the experience for wealth professionals and investors. This adoption marks a significant expansion for CapIntel, whose platform is already utilized by over 20,000 advisors and wholesalers across North America, including Conquest Planning, Desjardins Financial Security Investments, and CIBC.
CapIntel offers web-based applications designed to improve the wealth management experience. This latest partnership with Canada Life underscores CapIntel’s commitment to innovation and enhancing client-advisor interactions.
“Through our work with Canada Life, we reaffirm our commitment to innovation and enhancing client-advisor experiences for individuals across North America,” stated James Rockwood, founder and CEO of CapIntel.
Blaine Shewchuk, Executive Vice-President of Individual Wealth at Canada Life, praised the collaboration, stating, “Working with CapIntel has been a positive and beneficial experience for our business.” He highlighted CapIntel’s responsiveness to feedback, which “result[s] in a great user experience, while providing valuable and transparent know-your-product capabilities and portfolio insights for our advisors and clients.”
The partnership emphasizes a shared focus on empowering advisors and meeting clients’ evolving needs throughout their financial journeys. “Through advanced technology and collaborative solutions, we aim to empower advisors and meet clients wherever they are on their financial life journeys,” Rockwood added.
CapIntel’s existing relationships with Quadrus, a wholly owned subsidiary of Canada Life (since 2021), and Investment Planning Counsel, acquired by Canada Life in 2023, paved the way for this broader collaboration.
