WINNIPEG, MB, June 25, 2025 /CNW/ – Today, Canada Vie and Clearestate, a provider of confidence in planning and materonized inheritance planning solutions, have announced a strategic understanding aimed at making Clearestate services more accessible for millions of Canadians. Canada Vie has also made a stock investment in Clearestate, thus strengthening its commitment to support innovative solutions that simplify inheritance planning for Canadians.
Thanks to this strategic agreement, Canada Life and some of its subsidiaries will be able to guide some of their customers, regimes and employees to Clearestate in order to allow them to take advantage of its services.
“For generations, Canada Vie has been working with financial security advisers at Canada To provide Canadians with unparalleled heritage and financial services, ”said Blaine Shewchuk, executive vice-president, individual heritage management, Canada Vie. “By collaborating with Clearestate, an innovative company in the provision of digital planning and inheritance, scalable and user -friendly planning services, we facilitate access to these important services for Canadians through their financial security advisers and their working environment. »»
“Canada Life is one of the most respected names in the financial services sector. This strategic relationship with Canada Life will allow Clearestate to offer precious service and help more people than ever before, “said Davide Pisanu, Clearestate Chief Executive Officer. “This represents a common commitment to work to redefine the way Canadians approach inheritance planning, making it simple, transparent and an integral part of their overall financial well-being. »»
While the number of elderly Canadians continues to increase, Clearestate and Canada Life unite their strengths around a common vision: helping more families access the tools and support they need to protect their inheritance and lighten the burden of their loved ones.
Clearestate is determined to solve a long -standing problem: Too many Canadians do not have adequate inheritance planning services. Thanks to an intuitive digital platform, benevolent support and a full range of services, from the creation of wills and proximity to professional testamentary execution, Clearestate allows its users to act in complete clarity and confident.
“This agreement validates what we have believed for a long time: inheritance planning must be accessible, proactive and being part of the financial path of each Canadian,” added Mr. Pisanu. Together, we contribute to the creation of a future where each family can face the greatest transitions in life by benefiting from the support and advice desired. »»
About Clearestate
Clearestate’s mission is to provide compassionate advice in the most important moments in life. Whether it is to prepare for the future or to settle the succession of a loved one, Canadians can count on the intuitive online solution for Clearestate for a transparent and effective approach to inheritance and succession regulations.
Founded in 2020 et Supported by renowned investors such as Diagram Ventures, Omers Ventures and Naventures, Clearestate has already supported thousands of families in North America.
About Canada Life
Founded in 1847, Canada Vie is a leader of trust in the field of financial services and insurance, dedicated to helping Canadians achieve their financial goals and protecting their families. Thanks to innovative and personalized solutions, Canada Life helps individuals and businesses build a safe financial future.
For more information, see www.clearestate.com or canadavie.com
SOURCE The Canada Life Assurance Company
Dressources for the media: Clearestate, Dan Delmar, [email protected]; Canada VIE, Colin Roy, Deputy Director, Communications, Relations with the Media, 204-946-7380, [email protected]
