Toronto, July 3, 2025 — Canada Life has announced a strategic agreement with ClearEstate, a leading provider of digital estate planning and settlement solutions, to make estate services more accessible to millions of Canadians. As part of the partnership, Canada Life has also made an equity investment in ClearEstate, underscoring its commitment to innovative financial wellness solutions.
The agreement will allow Canada Life and its subsidiaries to refer select clients, plan members, and employees to ClearEstate’s suite of services. ClearEstate offers a modern platform that combines digital tools with expert guidance to simplify estate planning, will creation, power of attorney documentation, and estate settlement.
“For generations, Canada Life has partnered with advisors to deliver leading wealth and financial solutions,” said Blaine Shewchuk, EVP, Individual Wealth at Canada Life. “This collaboration with ClearEstate enhances our ability to offer Canadians accessible, digital-first estate planning through financial advisors and workplace benefit programs.”
ClearEstate CEO Davide Pisanu emphasized the alignment of values: “Canada Life is one of the most trusted names in the industry. This strategic relationship allows us to reach more Canadians with tools that make estate planning simple, transparent, and an essential part of their financial journey.”
As Canada’s aging population grows, the need for estate planning becomes more pressing. This partnership is a timely response to help families protect their legacies and navigate life’s transitions with confidence and clarity.
